JOPSX Mutual Fund

NAV$16.25

Returns Overview

1 Month
+2.98%
3 Months
+4.03%
6 Months
+5.31%
YTD
+11.84%
1 Year
+13.38%
3 Years (annualized)
+16.03%
5 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOPSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+9.13%
vs Peers
+2.71%

JOPSX Mutual Fund Performance

JOPSX performance across multiple time periods: 1-month 2.98%, YTD 11.84%, 1-year 13.38%, 3-year 16.03%, 5-year 10.41%.

JOPSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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