JAJLX Mutual Fund

JAJLX Mutual Fund

NAV$21.99
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Returns Overview

1 Month
-5.04%
3 Months
-6.66%
6 Months
+4.24%
YTD
+8.00%
1 Year
+8.01%
3 Years (annualized)
+10.86%
5 Years (annualized)
+3.63%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAJLX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+8.00%
Peer Avg (YTD)
+9.98%
vs Peers
-1.98%

JAJLX Mutual Fund Performance

JAJLX performance across multiple time periods: 1-month -5.04%, YTD 8.00%, 1-year 8.01%, 3-year 10.86%, 5-year 3.63%, 10-year 5.68%.

JAJLX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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