JAERX Mutual Fund

JAERX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-6.82%
3 Months
-10.07%
6 Months
+6.10%
YTD
+9.26%
1 Year
+12.60%
3 Years (annualized)
+12.92%
5 Years (annualized)
+6.56%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAERX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+10.34%
vs Peers
-1.09%

JAERX Mutual Fund Performance

JAERX performance across multiple time periods: 1-month -6.82%, YTD 9.26%, 1-year 12.60%, 3-year 12.92%, 5-year 6.56%, 10-year 9.22%.

JAERX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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