JSEZX Mutual Fund

JSEZX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
-6.34%
3 Months
-9.61%
6 Months
+5.24%
YTD
+2.25%
1 Year
+2.89%
3 Years (annualized)
+7.16%
5 Years (annualized)
+2.02%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEZX 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)
+2.25%
Peer Avg (YTD)
+10.34%
vs Peers
-8.09%

JSEZX Mutual Fund Performance

JSEZX performance across multiple time periods: 1-month -6.34%, YTD 2.25%, 1-year 2.89%, 3-year 7.16%, 5-year 2.02%, 10-year 7.63%.

JSEZX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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