JEQAX Mutual Fund

JEQAX Mutual Fund

NAV$32.48
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Returns Overview

1 Month
+4.44%
3 Months
+2.47%
6 Months
+4.20%
YTD
+3.14%
1 Year
+7.53%
3 Years (annualized)
+12.71%
5 Years (annualized)
+8.13%
10 Years (annualized)
+13.79%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+8.62%
vs Peers
-5.48%

JEQAX Mutual Fund Performance

JEQAX performance across multiple time periods: 1-month 4.44%, YTD 3.14%, 1-year 7.53%, 3-year 12.71%, 5-year 8.13%, 10-year 13.79%.

JEQAX returns trail the peer average of 8.62% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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