JESSX Mutual Fund

JESSX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
-1.07%
3 Months
-1.17%
6 Months
+4.52%
YTD
+9.29%
1 Year
+8.59%
3 Years (annualized)
+18.29%
5 Years (annualized)
+6.07%

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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+8.01%
vs Peers
+1.28%

JESSX Mutual Fund Performance

JESSX performance across multiple time periods: 1-month -1.07%, YTD 9.29%, 1-year 8.59%, 3-year 18.29%, 5-year 6.07%.

JESSX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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