JAEZX Mutual Fund

JAEZX Mutual Fund

NAV$22.99
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Returns Overview

1 Month
-4.28%
3 Months
-6.54%
6 Months
+6.81%
YTD
+7.88%
1 Year
+10.93%
3 Years (annualized)
+13.37%
5 Years (annualized)
+7.77%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAEZX 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)
+7.88%
Peer Avg (YTD)
+6.72%
vs Peers
+1.16%

JAEZX Mutual Fund Performance

JAEZX performance across multiple time periods: 1-month -4.28%, YTD 7.88%, 1-year 10.93%, 3-year 13.37%, 5-year 7.77%, 10-year 10.21%.

JAEZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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