JEFSX Mutual Fund

JEFSX Mutual Fund

NAV$15.17
See how much of JEFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.83%
3 Months
-0.78%
6 Months
+9.91%
YTD
+0.86%
1 Year
+6.73%
3 Years (annualized)
+20.01%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEFSX 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
Lipper Financial Services Index
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+7.91%
vs Peers
-7.05%

JEFSX Mutual Fund Performance

JEFSX performance across multiple time periods: 1-month -5.83%, YTD 0.86%, 1-year 6.73%, 3-year 20.01%, 5-year 8.47%, 10-year 11.22%.

JEFSX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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