JPEF ETF

JPEF ETF
$82.78
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Returns Overview

1 Month
-0.39%
3 Months
+2.03%
6 Months
+5.81%
YTD
+7.27%
1 Year
+13.41%
3 Years (annualized)
+17.57%
5 Years (annualized)
+12.32%
10 Years (annualized)
+15.51%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JPEF 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+7.27%
Peer Avg (YTD)
+8.97%
vs Peers
-1.70%

JPEF ETF Performance

JPEF performance across multiple time periods: 1-month -0.39%, YTD 7.27%, 1-year 13.41%, 3-year 17.57%, 5-year 12.32%, 10-year 15.51%.

JPEF returns trail the peer average of 8.97% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this ETF.

JPEF vs another fund shows side-by-side returns. JPEF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.39%N/A
3 Months+2.03%N/A
6 Months+5.81%N/A
1 Year+13.41%N/A
3 Years+17.57%N/A
5 Years+12.32%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized