JEFCX Mutual Fund

JEFCX Mutual Fund

NAV$16.18
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Returns Overview

1 Month
+4.58%
3 Months
+7.95%
6 Months
+6.85%
YTD
+6.20%
1 Year
+14.72%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.81%
10 Years (annualized)
+11.58%

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
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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
Lipper Financial Services Index
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+10.67%
vs Peers
-4.47%

JEFCX Mutual Fund Performance

JEFCX performance across multiple time periods: 1-month 4.58%, YTD 6.20%, 1-year 14.72%, 3-year 17.92%, 5-year 8.81%, 10-year 11.58%.

JEFCX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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