JPPEX Mutual Fund

JPPEX Mutual Fund

NAV$70.11
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Returns Overview

1 Month
+4.42%
3 Months
-0.48%
6 Months
+3.73%
YTD
+9.74%
1 Year
+10.63%
3 Years (annualized)
+16.05%
5 Years (annualized)
+5.57%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPPEX 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
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📉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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+10.76%
vs Peers
-1.02%

JPPEX Mutual Fund Performance

JPPEX performance across multiple time periods: 1-month 4.42%, YTD 9.74%, 1-year 10.63%, 3-year 16.05%, 5-year 5.57%, 10-year 11.63%.

JPPEX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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