JSEAX Mutual Fund

NAV$24.11
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Returns Overview

1 Month
+1.51%
3 Months
+8.37%
6 Months
+9.58%
YTD
+8.47%
1 Year
+14.62%
3 Years (annualized)
+13.27%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEAX 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

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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.13%
vs Peers
-0.66%

JSEAX Mutual Fund Performance

JSEAX performance across multiple time periods: 1-month 1.51%, YTD 8.47%, 1-year 14.62%, 3-year 13.27%, 5-year 6.53%, 10-year 8.92%.

JSEAX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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