JSEQX Mutual Fund

NAV$51.51

Returns Overview

1 Month
+5.15%
3 Months
+16.56%
6 Months
+14.11%
YTD
+13.37%
1 Year
+14.02%
3 Years (annualized)
+7.77%
5 Years (annualized)
+3.00%

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
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)
+13.37%
Peer Avg (YTD)
+18.52%
vs Peers
-5.15%

JSEQX Mutual Fund Performance

JSEQX performance across multiple time periods: 1-month 5.15%, YTD 13.37%, 1-year 14.02%, 3-year 7.77%, 5-year 3.00%.

JSEQX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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