JEFGX Mutual Fund

JEFGX Mutual Fund

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Returns Overview

1 Month
+2.32%
3 Months
+3.00%
6 Months
+3.29%
YTD
+7.07%
1 Year
+16.81%
3 Years (annualized)
+13.74%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEFGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+9.42%
vs Peers
-2.36%

JEFGX Mutual Fund Performance

JEFGX performance across multiple time periods: 1-month 2.32%, YTD 7.07%, 1-year 16.81%, 3-year 13.74%, 5-year 8.79%, 10-year 8.97%.

JEFGX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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