JPAXX Mutual Fund

JPAXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.29%
3 Months
+0.92%
6 Months
+1.85%
YTD
+2.76%
1 Year
+3.79%
3 Years (annualized)
+4.66%
5 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPAXX 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

This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+2.36%
vs Peers
+0.40%

JPAXX Mutual Fund Performance

JPAXX performance across multiple time periods: 1-month 0.29%, YTD 2.76%, 1-year 3.79%, 3-year 4.66%, 5-year 3.80%.

JPAXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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