JAVAX Mutual Fund

JAVAX Mutual Fund

NAV$18.07
See how much of JAVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.52%
3 Months
-3.42%
6 Months
+8.55%
YTD
+7.89%
1 Year
+11.67%
3 Years (annualized)
+17.56%
5 Years (annualized)
+10.05%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAVAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+6.10%
vs Peers
+1.79%

JAVAX Mutual Fund Performance

JAVAX performance across multiple time periods: 1-month -2.52%, YTD 7.89%, 1-year 11.67%, 3-year 17.56%, 5-year 10.05%, 10-year 7.34%.

JAVAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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