JSEQX Mutual Fund

JSEQX Mutual Fund

NAV$46.84
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Returns Overview

1 Month
-6.29%
3 Months
-9.48%
6 Months
+5.50%
YTD
+2.62%
1 Year
+3.42%
3 Years (annualized)
+7.69%
5 Years (annualized)
+2.53%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEQX 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)
+2.62%
Peer Avg (YTD)
+10.34%
vs Peers
-7.72%

JSEQX Mutual Fund Performance

JSEQX performance across multiple time periods: 1-month -6.29%, YTD 2.62%, 1-year 3.42%, 3-year 7.69%, 5-year 2.53%, 10-year 8.37%.

JSEQX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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