JEFGX Mutual Fund

JEFGX Mutual Fund

NAV$26.17
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Returns Overview

1 Month
-3.31%
3 Months
+0.79%
6 Months
+6.34%
YTD
+5.46%
1 Year
+9.94%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.60%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEFGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+9.29%
vs Peers
-3.83%

JEFGX Mutual Fund Performance

JEFGX performance across multiple time periods: 1-month -3.31%, YTD 5.46%, 1-year 9.94%, 3-year 15.16%, 5-year 8.60%, 10-year 8.94%.

JEFGX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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