JEFSX Mutual Fund

NAV$16.32

Returns Overview

1 Month
+4.08%
3 Months
+10.78%
6 Months
+2.48%
YTD
+1.66%
1 Year
+8.00%
3 Years (annualized)
+19.50%
5 Years (annualized)
+8.28%
10 Years (annualized)
+11.69%

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
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)
+1.66%
Peer Avg (YTD)
+8.61%
vs Peers
-6.95%

JEFSX Mutual Fund Performance

JEFSX performance across multiple time periods: 1-month 4.08%, YTD 1.66%, 1-year 8.00%, 3-year 19.50%, 5-year 8.28%, 10-year 11.69%.

JEFSX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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