JALAX Mutual Fund

JALAX Mutual Fund

NAV$16.70
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Returns Overview

1 Month
-2.31%
3 Months
-2.02%
6 Months
+12.76%
YTD
+10.27%
1 Year
+13.96%
3 Years (annualized)
+16.97%
5 Years (annualized)
+7.67%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+6.10%
vs Peers
+4.17%

JALAX Mutual Fund Performance

JALAX performance across multiple time periods: 1-month -2.31%, YTD 10.27%, 1-year 13.96%, 3-year 16.97%, 5-year 7.67%, 10-year 10.80%.

JALAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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