JFESX Mutual Fund

NAV$44.12

Returns Overview

1 Month
-0.23%
3 Months
+3.04%
6 Months
-0.11%
YTD
+5.50%
1 Year
+16.83%
3 Years (annualized)
+18.59%
5 Years (annualized)
+10.52%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFESX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+7.64%
vs Peers
-2.14%

JFESX Mutual Fund Performance

JFESX performance across multiple time periods: 1-month -0.23%, YTD 5.50%, 1-year 16.83%, 3-year 18.59%, 5-year 10.52%, 10-year 10.16%.

JFESX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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