JEPSX Mutual Fund

NAV$14.32

Returns Overview

1 Month
+1.51%
3 Months
+1.83%
6 Months
+2.14%
YTD
+2.07%
1 Year
+7.75%
3 Years (annualized)
+8.86%
5 Years (annualized)
+7.35%

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
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

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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)
+2.07%
Peer Avg (YTD)
+8.36%
vs Peers
-6.28%

JEPSX Mutual Fund Performance

JEPSX performance across multiple time periods: 1-month 1.51%, YTD 2.07%, 1-year 7.75%, 3-year 8.86%, 5-year 7.35%.

JEPSX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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