JEPRX Mutual Fund

JEPRX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
+0.85%
3 Months
+4.69%
6 Months
+0.04%
YTD
+5.31%
1 Year
+9.11%
3 Years (annualized)
+9.51%
5 Years (annualized)
+7.21%

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
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📉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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+11.40%
vs Peers
-6.09%

JEPRX Mutual Fund Performance

JEPRX performance across multiple time periods: 1-month 0.85%, YTD 5.31%, 1-year 9.11%, 3-year 9.51%, 5-year 7.21%.

JEPRX returns trail the peer average of 11.40% 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.