JESIX Mutual Fund

JESIX Mutual Fund

NAV$16.69
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Returns Overview

1 Month
-5.31%
3 Months
-7.30%
6 Months
+12.47%
YTD
+12.25%
1 Year
+15.79%
3 Years (annualized)
+16.89%
5 Years (annualized)
+6.42%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+10.34%
vs Peers
+1.91%

JESIX Mutual Fund Performance

JESIX performance across multiple time periods: 1-month -5.31%, YTD 12.25%, 1-year 15.79%, 3-year 16.89%, 5-year 6.42%, 10-year 10.12%.

JESIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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