JENSX Mutual Fund

NAV$46.87

Returns Overview

1 Month
-0.64%
3 Months
+10.72%
6 Months
-0.77%
YTD
-0.14%
1 Year
+1.52%
3 Years (annualized)
+4.06%
5 Years (annualized)
+4.09%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JENSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.14%
Peer Avg (YTD)
+9.51%
vs Peers
-9.65%

JENSX Mutual Fund Performance

JENSX performance across multiple time periods: 1-month -0.64%, YTD -0.14%, 1-year 1.52%, 3-year 4.06%, 5-year 4.09%, 10-year 10.45%.

JENSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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