JEQSX Mutual Fund

JEQSX Mutual Fund

NAV$40.83
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Returns Overview

1 Month
-4.50%
3 Months
+1.15%
6 Months
+6.02%
YTD
+2.95%
1 Year
+5.50%
3 Years (annualized)
+10.57%
5 Years (annualized)
+7.51%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEQSX 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)
+2.95%
Peer Avg (YTD)
+9.98%
vs Peers
-7.04%

JEQSX Mutual Fund Performance

JEQSX performance across multiple time periods: 1-month -4.50%, YTD 2.95%, 1-year 5.50%, 3-year 10.57%, 5-year 7.51%, 10-year 12.23%.

JEQSX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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