JESSX Mutual Fund

NAV$20.22

Returns Overview

1 Month
+0.62%
3 Months
+14.72%
6 Months
+11.26%
YTD
+10.07%
1 Year
+12.54%
3 Years (annualized)
+14.66%
5 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+10.82%
vs Peers
-0.74%

JESSX Mutual Fund Performance

JESSX performance across multiple time periods: 1-month 0.62%, YTD 10.07%, 1-year 12.54%, 3-year 14.66%, 5-year 7.39%.

JESSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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