JAEPX Mutual Fund

JAEPX Mutual Fund

NAV$10.39
See how much of JAEPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.76%
3 Months
-10.00%
6 Months
+6.26%
YTD
+9.52%
1 Year
+12.83%
3 Years (annualized)
+13.17%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEPX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+10.34%
vs Peers
-0.82%

JAEPX Mutual Fund Performance

JAEPX performance across multiple time periods: 1-month -6.76%, YTD 9.52%, 1-year 12.83%, 3-year 13.17%, 5-year 6.77%, 10-year 9.43%.

JAEPX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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