JEPSX Mutual Fund

JEPSX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
+0.84%
3 Months
+4.66%
6 Months
-0.01%
YTD
+5.24%
1 Year
+9.00%
3 Years (annualized)
+9.42%
5 Years (annualized)
+7.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPSX 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)
+5.24%
Peer Avg (YTD)
+11.40%
vs Peers
-6.17%

JEPSX Mutual Fund Performance

JEPSX performance across multiple time periods: 1-month 0.84%, YTD 5.24%, 1-year 9.00%, 3-year 9.42%, 5-year 7.10%.

JEPSX returns trail the peer average of 11.40% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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