JEPSX Mutual Fund

JEPSX Mutual Fund

NAV$14.40
See how much of JEPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.24%
3 Months
+1.81%
6 Months
+2.00%
YTD
+4.36%
1 Year
+10.07%
3 Years (annualized)
+9.09%
5 Years (annualized)
+7.28%

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

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)
+4.36%
Peer Avg (YTD)
+8.69%
vs Peers
-4.33%

JEPSX Mutual Fund Performance

JEPSX performance across multiple time periods: 1-month 2.24%, YTD 4.36%, 1-year 10.07%, 3-year 9.09%, 5-year 7.28%.

JEPSX returns trail the peer average of 8.69% 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.