JSEPX Mutual Fund

NAV$36.23

Returns Overview

1 Month
+5.14%
3 Months
+16.48%
6 Months
+13.95%
YTD
+13.24%
1 Year
+13.70%
3 Years (annualized)
+7.16%
5 Years (annualized)
+2.55%

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

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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)
+13.24%
Peer Avg (YTD)
+18.52%
vs Peers
-5.29%

JSEPX Mutual Fund Performance

JSEPX performance across multiple time periods: 1-month 5.14%, YTD 13.24%, 1-year 13.70%, 3-year 7.16%, 5-year 2.55%.

JSEPX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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