JYEBX Mutual Fund

JYEBX Mutual Fund

NAV$13.28
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Returns Overview

1 Month
+1.14%
3 Months
+4.18%
6 Months
+13.40%
YTD
+15.99%
1 Year
+20.94%
3 Years (annualized)
+10.34%
5 Years (annualized)
+3.27%
10 Years (annualized)
+5.48%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+12.53%
vs Peers
+3.46%

JYEBX Mutual Fund Performance

JYEBX performance across multiple time periods: 1-month 1.14%, YTD 15.99%, 1-year 20.94%, 3-year 10.34%, 5-year 3.27%, 10-year 5.48%.

JYEBX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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