JEFCX Mutual Fund

JEFCX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-5.86%
3 Months
-0.86%
6 Months
+9.77%
YTD
+0.67%
1 Year
+6.57%
3 Years (annualized)
+19.77%
5 Years (annualized)
+8.24%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEFCX 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
Lipper Financial Services Index
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+7.91%
vs Peers
-7.24%

JEFCX Mutual Fund Performance

JEFCX performance across multiple time periods: 1-month -5.86%, YTD 0.67%, 1-year 6.57%, 3-year 19.77%, 5-year 8.24%, 10-year 11.58%.

JEFCX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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