JEFSX Mutual Fund

JEFSX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+2.45%
3 Months
-2.86%
6 Months
+4.93%
YTD
-14.32%
1 Year
+13.17%
3 Years (annualized)
+21.18%
5 Years (annualized)
+6.40%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEFSX 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)
-14.32%
Peer Avg (YTD)
+9.56%
vs Peers
-23.89%

JEFSX Mutual Fund Performance

JEFSX performance across multiple time periods: 1-month 2.45%, YTD -14.32%, 1-year 13.17%, 3-year 21.18%, 5-year 6.40%, 10-year 10.94%.

JEFSX returns trail the peer average of 9.56% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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