JENSX Mutual Fund

JENSX Mutual Fund

NAV$45.94
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Returns Overview

1 Month
-3.28%
3 Months
+2.30%
6 Months
+13.27%
YTD
+2.15%
1 Year
+0.90%
3 Years (annualized)
+8.14%
5 Years (annualized)
+5.14%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JENSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+9.98%
vs Peers
-7.83%

JENSX Mutual Fund Performance

JENSX performance across multiple time periods: 1-month -3.28%, YTD 2.15%, 1-year 0.90%, 3-year 8.14%, 5-year 5.14%, 10-year 10.51%.

JENSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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