JSEPX Mutual Fund

JSEPX Mutual Fund

NAV$33.52
See how much of JSEPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.15%
3 Months
+3.64%
6 Months
+5.73%
YTD
+9.67%
1 Year
+8.94%
3 Years (annualized)
+6.20%
5 Years (annualized)
+2.49%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+15.31%
vs Peers
-5.64%

JSEPX Mutual Fund Performance

JSEPX performance across multiple time periods: 1-month -3.15%, YTD 9.67%, 1-year 8.94%, 3-year 6.20%, 5-year 2.49%, 10-year 8.10%.

JSEPX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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