JEFCX Mutual Fund

NAV$16.06

Returns Overview

1 Month
+4.07%
3 Months
+10.73%
6 Months
+2.38%
YTD
+1.55%
1 Year
+7.86%
3 Years (annualized)
+19.27%
5 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEFCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Financial Services Index
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+8.61%
vs Peers
-7.06%

JEFCX Mutual Fund Performance

JEFCX performance across multiple time periods: 1-month 4.07%, YTD 1.55%, 1-year 7.86%, 3-year 19.27%, 5-year 8.06%.

JEFCX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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