JYEBX Mutual Fund

NAV$14.12

Returns Overview

1 Month
+3.53%
3 Months
+10.80%
6 Months
+15.06%
YTD
+14.68%
1 Year
+17.90%
3 Years (annualized)
+10.75%
5 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JYEBX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+11.24%
vs Peers
+3.44%

JYEBX Mutual Fund Performance

JYEBX performance across multiple time periods: 1-month 3.53%, YTD 14.68%, 1-year 17.90%, 3-year 10.75%, 5-year 4.00%.

JYEBX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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