JESGX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
+6.50%
3 Months
+24.71%
6 Months
+18.26%
YTD
+17.30%
1 Year
+35.30%
3 Years (annualized)
+16.23%
5 Years (annualized)
+2.86%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.30%
Peer Avg (YTD)
+18.52%
vs Peers
-1.23%

JESGX Mutual Fund Performance

JESGX performance across multiple time periods: 1-month 6.50%, YTD 17.30%, 1-year 35.30%, 3-year 16.23%, 5-year 2.86%, 10-year 12.66%.

JESGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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