JSEPX Mutual Fund

JSEPX Mutual Fund

NAV$33.18
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Returns Overview

1 Month
-6.33%
3 Months
-9.56%
6 Months
+5.34%
YTD
+2.41%
1 Year
+3.11%
3 Years (annualized)
+5.95%
5 Years (annualized)
+1.43%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEPX 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)
+2.41%
Peer Avg (YTD)
+10.34%
vs Peers
-7.93%

JSEPX Mutual Fund Performance

JSEPX performance across multiple time periods: 1-month -6.33%, YTD 2.41%, 1-year 3.11%, 3-year 5.95%, 5-year 1.43%, 10-year 8.10%.

JSEPX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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