JESTX Mutual Fund

JESTX Mutual Fund

NAV$19.13
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Returns Overview

1 Month
-13.01%
3 Months
-8.31%
6 Months
-5.45%
YTD
+7.92%
1 Year
+3.07%
3 Years (annualized)
+29.34%
5 Years (annualized)
+12.07%
10 Years (annualized)
+19.58%

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)
+7.92%
Peer Avg (YTD)
+9.28%
vs Peers
-1.36%

JESTX Mutual Fund Performance

JESTX performance across multiple time periods: 1-month -13.01%, YTD 7.92%, 1-year 3.07%, 3-year 29.34%, 5-year 12.07%, 10-year 19.58%.

JESTX returns trail the peer average of 9.28% 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.