JEPRX Mutual Fund

NAV$14.32

Returns Overview

1 Month
+1.52%
3 Months
+1.86%
6 Months
+2.27%
YTD
+2.12%
1 Year
+7.86%
3 Years (annualized)
+8.97%
5 Years (annualized)
+7.46%

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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+8.36%
vs Peers
-6.23%

JEPRX Mutual Fund Performance

JEPRX performance across multiple time periods: 1-month 1.52%, YTD 2.12%, 1-year 7.86%, 3-year 8.97%, 5-year 7.46%.

JEPRX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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