JESVX Mutual Fund

JESVX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
-0.46%
3 Months
+4.42%
6 Months
+14.62%
YTD
+23.01%
1 Year
+23.62%
3 Years (annualized)
+12.08%
5 Years (annualized)
+3.11%
10 Years (annualized)
+5.24%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.01%
Peer Avg (YTD)
+15.20%
vs Peers
+7.81%

JESVX Mutual Fund Performance

JESVX performance across multiple time periods: 1-month -0.46%, YTD 23.01%, 1-year 23.62%, 3-year 12.08%, 5-year 3.11%, 10-year 5.24%.

JESVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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