JAOSX Mutual Fund

JAOSX Mutual Fund

NAV$63.79
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Returns Overview

1 Month
-2.15%
3 Months
+0.30%
6 Months
+15.16%
YTD
+14.03%
1 Year
+20.59%
3 Years (annualized)
+18.46%
5 Years (annualized)
+10.24%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAOSX 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
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📉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
MSCI AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+9.29%
vs Peers
+4.74%

JAOSX Mutual Fund Performance

JAOSX performance across multiple time periods: 1-month -2.15%, YTD 14.03%, 1-year 20.59%, 3-year 18.46%, 5-year 10.24%, 10-year 11.87%.

JAOSX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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