JENSX Mutual Fund

JENSX Mutual Fund

NAV$45.87
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Returns Overview

1 Month
+3.60%
3 Months
+6.01%
6 Months
+3.96%
YTD
+3.46%
1 Year
+5.11%
3 Years (annualized)
+7.03%
5 Years (annualized)
+5.16%
10 Years (annualized)
+10.54%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+9.41%
vs Peers
-5.95%

JENSX Mutual Fund Performance

JENSX performance across multiple time periods: 1-month 3.60%, YTD 3.46%, 1-year 5.11%, 3-year 7.03%, 5-year 5.16%, 10-year 10.54%.

JENSX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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