JEPRX Mutual Fund

JEPRX Mutual Fund

NAV$14.39
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Returns Overview

1 Month
+3.13%
3 Months
+2.22%
6 Months
+4.10%
YTD
+6.74%
1 Year
+8.98%
3 Years (annualized)
+11.55%
5 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPRX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+10.24%
vs Peers
-3.50%

JEPRX Mutual Fund Performance

JEPRX performance across multiple time periods: 1-month 3.13%, YTD 6.74%, 1-year 8.98%, 3-year 11.55%, 5-year 7.44%.

JEPRX returns trail the peer average of 10.24% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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