JEQAX Mutual Fund

JEQAX Mutual Fund

NAV$32.36
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-3.02%
3 Months
+8.33%
6 Months
-1.08%
YTD
-1.24%
1 Year
+4.09%
3 Years (annualized)
+12.68%
5 Years (annualized)
+7.56%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEQAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
+9.57%
vs Peers
-10.82%

JEQAX Mutual Fund Performance

JEQAX performance across multiple time periods: 1-month -3.02%, YTD -1.24%, 1-year 4.09%, 3-year 12.68%, 5-year 7.56%, 10-year 15.47%.

JEQAX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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