JAEKX Mutual Fund

JAEKX Mutual Fund

NAV$10.83
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Returns Overview

1 Month
-2.64%
3 Months
-3.69%
6 Months
-1.47%
YTD
-1.92%
1 Year
-1.36%
3 Years (annualized)
+4.37%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
-1.92%
Peer Avg (YTD)
+0.50%
vs Peers
-2.42%

JAEKX Mutual Fund Performance

JAEKX performance across multiple time periods: 1-month -2.64%, YTD -1.92%, 1-year -1.36%, 3-year 4.37%, 5-year 0.74%, 10-year 2.23%.

JAEKX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

JAEKX vs another fund shows side-by-side returns. JAEKX alternatives are available in the Mutual Fund Screener.