JESTX Mutual Fund

JESTX Mutual Fund

NAV$31.33
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Returns Overview

1 Month
+4.22%
3 Months
-11.65%
6 Months
+35.00%
YTD
+24.06%
1 Year
+28.33%
3 Years (annualized)
+29.64%
5 Years (annualized)
+14.46%
10 Years (annualized)
+20.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESTX 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
S&P North American Technology Index
This Mutual Fund (YTD)
+24.06%
Peer Avg (YTD)
+9.98%
vs Peers
+14.08%

JESTX Mutual Fund Performance

JESTX performance across multiple time periods: 1-month 4.22%, YTD 24.06%, 1-year 28.33%, 3-year 29.64%, 5-year 14.46%, 10-year 20.93%.

JESTX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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