JEPCX Mutual Fund

NAV$14.32

Returns Overview

1 Month
+1.37%
3 Months
+1.54%
6 Months
+1.69%
YTD
+1.55%
1 Year
+6.71%
3 Years (annualized)
+7.87%
5 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+8.36%
vs Peers
-6.81%

JEPCX Mutual Fund Performance

JEPCX performance across multiple time periods: 1-month 1.37%, YTD 1.55%, 1-year 6.71%, 3-year 7.87%, 5-year 6.38%.

JEPCX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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