JEQIX Mutual Fund

NAV$41.39

Returns Overview

1 Month
-0.53%
3 Months
+4.86%
6 Months
+2.12%
YTD
+1.96%
1 Year
+9.61%
3 Years (annualized)
+9.83%
5 Years (annualized)
+7.32%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEQIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+9.51%
vs Peers
-7.55%

JEQIX Mutual Fund Performance

JEQIX performance across multiple time periods: 1-month -0.53%, YTD 1.96%, 1-year 9.61%, 3-year 9.83%, 5-year 7.32%, 10-year 12.20%.

JEQIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

JEQIX performance comparison shows side-by-side returns with another fund. JEQIX alternatives are available in the Mutual Fund Screener.