JESTX Mutual Fund

JESTX Mutual Fund

NAV$30.04
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Returns Overview

1 Month
-16.18%
3 Months
+3.12%
6 Months
+12.63%
YTD
+17.70%
1 Year
+32.99%
3 Years (annualized)
+27.87%
5 Years (annualized)
+15.09%
10 Years (annualized)
+21.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESTX 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 North American Technology Index
This Mutual Fund (YTD)
+17.70%
Peer Avg (YTD)
+9.41%
vs Peers
+8.29%

JESTX Mutual Fund Performance

JESTX performance across multiple time periods: 1-month -16.18%, YTD 17.70%, 1-year 32.99%, 3-year 27.87%, 5-year 15.09%, 10-year 21.07%.

JESTX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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