JEQIX Mutual Fund

JEQIX Mutual Fund

NAV$40.11
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Returns Overview

1 Month
+3.89%
3 Months
+3.65%
6 Months
+2.66%
YTD
+5.92%
1 Year
+13.15%
3 Years (annualized)
+10.83%
5 Years (annualized)
+7.66%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEQIX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+9.41%
vs Peers
-3.49%

JEQIX Mutual Fund Performance

JEQIX performance across multiple time periods: 1-month 3.89%, YTD 5.92%, 1-year 13.15%, 3-year 10.83%, 5-year 7.66%, 10-year 12.31%.

JEQIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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