JEPRX Mutual Fund

JEPRX Mutual Fund

NAV$13.95
See how much of JEPRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.25%
3 Months
+1.83%
6 Months
+2.12%
YTD
+4.42%
1 Year
+10.19%
3 Years (annualized)
+9.22%
5 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+8.69%
vs Peers
-4.27%

JEPRX Mutual Fund Performance

JEPRX performance across multiple time periods: 1-month 2.25%, YTD 4.42%, 1-year 10.19%, 3-year 9.22%, 5-year 7.39%.

JEPRX returns trail the peer average of 8.69% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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