JSEQX Mutual Fund

JSEQX Mutual Fund

NAV$47.27
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Returns Overview

1 Month
-3.14%
3 Months
+3.69%
6 Months
+5.87%
YTD
+9.82%
1 Year
+9.22%
3 Years (annualized)
+6.47%
5 Years (annualized)
+2.75%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEQX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+15.31%
vs Peers
-5.49%

JSEQX Mutual Fund Performance

JSEQX performance across multiple time periods: 1-month -3.14%, YTD 9.82%, 1-year 9.22%, 3-year 6.47%, 5-year 2.75%, 10-year 8.37%.

JSEQX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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