JESVX Mutual Fund

JESVX Mutual Fund

NAV$14.69
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Returns Overview

1 Month
-5.02%
3 Months
-8.94%
6 Months
+16.36%
YTD
+15.61%
1 Year
+19.42%
3 Years (annualized)
+12.08%
5 Years (annualized)
+3.11%
10 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JESVX 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
PROUpgrade to run
🏦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 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.61%
Peer Avg (YTD)
+10.34%
vs Peers
+5.27%

JESVX Mutual Fund Performance

JESVX performance across multiple time periods: 1-month -5.02%, YTD 15.61%, 1-year 19.42%, 3-year 12.08%, 5-year 3.11%, 10-year 5.24%.

JESVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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