JAELX Mutual Fund

JAELX Mutual Fund

NAV$4.78
See how much of JAELX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.64%
3 Months
-1.84%
6 Months
+0.84%
YTD
+0.21%
1 Year
+1.15%
3 Years (annualized)
+7.79%
5 Years (annualized)
+3.43%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAELX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US High Yield 2% Issuer Capped Index
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.50%
vs Peers
-0.29%

JAELX Mutual Fund Performance

JAELX performance across multiple time periods: 1-month -2.64%, YTD 0.21%, 1-year 1.15%, 3-year 7.79%, 5-year 3.43%, 10-year 5.16%.

JAELX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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