JEFGX Mutual Fund

NAV$26.73

Returns Overview

1 Month
+0.75%
3 Months
+5.51%
6 Months
+5.47%
YTD
+4.64%
1 Year
+13.98%
3 Years (annualized)
+13.79%
5 Years (annualized)
+8.58%
10 Years (annualized)
+9.18%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+9.13%
vs Peers
-4.49%

JEFGX Mutual Fund Performance

JEFGX performance across multiple time periods: 1-month 0.75%, YTD 4.64%, 1-year 13.98%, 3-year 13.79%, 5-year 8.58%, 10-year 9.18%.

JEFGX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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