JEQAX Mutual Fund

JEQAX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
+3.11%
3 Months
+4.44%
6 Months
+10.06%
YTD
+6.35%
1 Year
+7.16%
3 Years (annualized)
+14.58%
5 Years (annualized)
+7.79%
10 Years (annualized)
+14.00%

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)
+6.35%
Peer Avg (YTD)
+9.59%
vs Peers
-3.24%

JEQAX Mutual Fund Performance

JEQAX performance across multiple time periods: 1-month 3.11%, YTD 6.35%, 1-year 7.16%, 3-year 14.58%, 5-year 7.79%, 10-year 14.00%.

JEQAX returns trail the peer average of 9.59% 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.