JOEAX Mutual Fund

JOEAX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-2.33%
3 Months
-3.60%
6 Months
+14.02%
YTD
+13.19%
1 Year
+21.44%
3 Years (annualized)
+20.27%
5 Years (annualized)
+8.26%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOEAX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+20.48%
vs Peers
-7.29%

JOEAX Mutual Fund Performance

JOEAX performance across multiple time periods: 1-month -2.33%, YTD 13.19%, 1-year 21.44%, 3-year 20.27%, 5-year 8.26%, 10-year 8.63%.

JOEAX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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