JESPX Mutual Fund

NAV$12.68

Returns Overview

1 Month
-0.16%
3 Months
-0.16%
6 Months
+0.08%
YTD
+0.79%
1 Year
+4.39%
3 Years (annualized)
+5.05%
5 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+3.23%
vs Peers
-2.43%

JESPX Mutual Fund Performance

JESPX performance across multiple time periods: 1-month -0.16%, YTD 0.79%, 1-year 4.39%, 3-year 5.05%, 5-year 1.33%.

JESPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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