JAEYX Mutual Fund

JAEYX Mutual Fund

NAV$23.24
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Returns Overview

1 Month
+0.13%
3 Months
+1.19%
6 Months
+5.66%
YTD
+12.85%
1 Year
+16.64%
3 Years (annualized)
+13.64%
5 Years (annualized)
+8.04%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEYX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+9.89%
vs Peers
+2.96%

JAEYX Mutual Fund Performance

JAEYX performance across multiple time periods: 1-month 0.13%, YTD 12.85%, 1-year 16.64%, 3-year 13.64%, 5-year 8.04%, 10-year 10.48%.

JAEYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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