JESVX Mutual Fund

NAV$15.48

Returns Overview

1 Month
+8.90%
3 Months
+27.77%
6 Months
+28.29%
YTD
+26.95%
1 Year
+34.54%
3 Years (annualized)
+14.48%
5 Years (annualized)
+3.92%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.95%
Peer Avg (YTD)
+18.52%
vs Peers
+8.43%

JESVX Mutual Fund Performance

JESVX performance across multiple time periods: 1-month 8.90%, YTD 26.95%, 1-year 34.54%, 3-year 14.48%, 5-year 3.92%, 10-year 6.23%.

JESVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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