JESTX Mutual Fund

NAV$31.62

Returns Overview

1 Month
+4.07%
3 Months
+52.79%
6 Months
+41.09%
YTD
+40.42%
1 Year
+66.91%
3 Years (annualized)
+38.40%
5 Years (annualized)
+33.50%
10 Years (annualized)
+32.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P North American Technology Index
This Mutual Fund (YTD)
+40.42%
Peer Avg (YTD)
+9.51%
vs Peers
+30.91%

JESTX Mutual Fund Performance

JESTX performance across multiple time periods: 1-month 4.07%, YTD 40.42%, 1-year 66.91%, 3-year 38.40%, 5-year 33.50%, 10-year 32.64%.

JESTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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