JSEPX Mutual Fund

JSEPX Mutual Fund

NAV$49.22
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Returns Overview

1 Month
+3.66%
3 Months
-3.20%
6 Months
+43.21%
YTD
+6.83%
1 Year
+8.83%
3 Years (annualized)
+10.87%
5 Years (annualized)
+1.47%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEPX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+14.00%
vs Peers
-7.17%

JSEPX Mutual Fund Performance

JSEPX performance across multiple time periods: 1-month 3.66%, YTD 6.83%, 1-year 8.83%, 3-year 10.87%, 5-year 1.47%, 10-year 7.97%.

JSEPX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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