JAETX Mutual Fund

JAETX Mutual Fund

NAV$12.42
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Returns Overview

1 Month
-1.27%
3 Months
-9.56%
6 Months
+12.83%
YTD
+6.90%
1 Year
+8.01%
3 Years (annualized)
+13.78%
5 Years (annualized)
+1.27%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAETX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+6.72%
vs Peers
+0.17%

JAETX Mutual Fund Performance

JAETX performance across multiple time periods: 1-month -1.27%, YTD 6.90%, 1-year 8.01%, 3-year 13.78%, 5-year 1.27%, 10-year 12.44%.

JAETX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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