JSECX Mutual Fund

NAV$13.03

Returns Overview

1 Month
+5.09%
3 Months
+16.37%
6 Months
+13.62%
YTD
+12.93%
1 Year
+13.14%
3 Years (annualized)
+6.43%
5 Years (annualized)
+11.14%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSECX 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 Index(^RUT)
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+18.52%
vs Peers
-5.59%

JSECX Mutual Fund Performance

JSECX performance across multiple time periods: 1-month 5.09%, YTD 12.93%, 1-year 13.14%, 3-year 6.43%, 5-year 11.14%, 10-year 12.62%.

JSECX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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