| JAAA | |
|---|---|
| Total return | +30.2% |
| Annualised (CAGR) | +4.6% |
| Volatility (annualised) | +1.6% |
| Sharpe (rf = 0) | 2.83 |
| Deepest drawdown | -2.6% |
| Drawdown peak → trough | 2022-02-04 → 2022-07-19 |
Over the 5.9 years to 2026-09-21 the fund returned +30.2% in total (+4.6% a year), with a deepest drawdown of -2.6% from 2022-02-04 to 2022-07-19. Its worst calendar year was 2022 (+0.5%), its best 2023 (+8.6%).
| Year | JAAA |
|---|---|
| 2026 | +3.4% |
| 2025 | +5.2% |
| 2024 | +7.4% |
| 2023 | +8.6% |
| 2022 | +0.5% |
| 2021 | +1.4% |
| 2020 | +0.8% |
It does not say JAAA is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -2.6% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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