JSEPX Mutual Fund

JSEPX Mutual Fund

NAV$33.54
See how much of JSEPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.31%
3 Months
+1.51%
6 Months
+5.05%
YTD
+9.33%
1 Year
+5.94%
3 Years (annualized)
+5.95%
5 Years (annualized)
+1.43%
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)
+9.33%
Peer Avg (YTD)
+15.20%
vs Peers
-5.87%

JSEPX Mutual Fund Performance

JSEPX performance across multiple time periods: 1-month -0.31%, YTD 9.33%, 1-year 5.94%, 3-year 5.95%, 5-year 1.43%, 10-year 8.10%.

JSEPX returns trail the peer average of 15.20% 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.