JPPEX Mutual Fund

JPPEX Mutual Fund

NAV$68.74
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Returns Overview

1 Month
-5.19%
3 Months
-5.62%
6 Months
+5.33%
YTD
+4.08%
1 Year
+4.80%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.13%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPPEX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+6.72%
vs Peers
-2.64%

JPPEX Mutual Fund Performance

JPPEX performance across multiple time periods: 1-month -5.19%, YTD 4.08%, 1-year 4.80%, 3-year 13.09%, 5-year 6.13%, 10-year 11.33%.

JPPEX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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