JOPSX Mutual Fund

JOPSX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
-3.89%
3 Months
-0.06%
6 Months
+6.18%
YTD
+8.81%
1 Year
+10.98%
3 Years (annualized)
+17.43%
5 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOPSX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+9.29%
vs Peers
-0.48%

JOPSX Mutual Fund Performance

JOPSX performance across multiple time periods: 1-month -3.89%, YTD 8.81%, 1-year 10.98%, 3-year 17.43%, 5-year 11.30%.

JOPSX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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