JOPSX Mutual Fund

JOPSX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
+2.47%
3 Months
+2.40%
6 Months
+6.79%
YTD
+11.56%
1 Year
+21.50%
3 Years (annualized)
+15.92%
5 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOPSX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+9.42%
vs Peers
+2.14%

JOPSX Mutual Fund Performance

JOPSX performance across multiple time periods: 1-month 2.47%, YTD 11.56%, 1-year 21.50%, 3-year 15.92%, 5-year 11.01%.

JOPSX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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