JEPCX Mutual Fund

JEPCX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
-1.80%
3 Months
+1.16%
6 Months
+2.72%
YTD
+2.73%
1 Year
+4.96%
3 Years (annualized)
+8.45%
5 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEPCX 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
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📉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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+8.60%
vs Peers
-5.87%

JEPCX Mutual Fund Performance

JEPCX performance across multiple time periods: 1-month -1.80%, YTD 2.73%, 1-year 4.96%, 3-year 8.45%, 5-year 6.16%.

JEPCX returns trail the peer average of 8.60% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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