JEPSX Mutual Fund

JEPSX Mutual Fund

NAV$14.40
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Returns Overview

1 Month
+3.05%
3 Months
+2.19%
6 Months
+4.04%
YTD
+6.65%
1 Year
+9.59%
3 Years (annualized)
+11.43%
5 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPSX 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)
+6.65%
Peer Avg (YTD)
+10.88%
vs Peers
-4.23%

JEPSX Mutual Fund Performance

JEPSX performance across multiple time periods: 1-month 3.05%, YTD 6.65%, 1-year 9.59%, 3-year 11.43%, 5-year 7.32%.

JEPSX returns trail the peer average of 10.88% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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