JEEFX Mutual Fund

JEEFX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-4.71%
3 Months
-4.52%
6 Months
-5.46%
YTD
+5.02%
1 Year
+9.35%
3 Years (annualized)
+18.16%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEEFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+0.92%
vs Peers
+4.10%

JEEFX Mutual Fund Performance

JEEFX performance across multiple time periods: 1-month -4.71%, YTD 5.02%, 1-year 9.35%, 3-year 18.16%, 5-year 7.71%, 10-year 8.14%.

JEEFX returns outperform the peer average of 0.92% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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