JYEBX Mutual Fund

JYEBX Mutual Fund

NAV$13.20
See how much of JYEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.92%
3 Months
-6.61%
6 Months
+3.47%
YTD
+7.10%
1 Year
+7.09%
3 Years (annualized)
+10.23%
5 Years (annualized)
+2.15%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JYEBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+4.73%
vs Peers
+2.36%

JYEBX Mutual Fund Performance

JYEBX performance across multiple time periods: 1-month -4.92%, YTD 7.10%, 1-year 7.09%, 3-year 10.23%, 5-year 2.15%, 10-year 5.48%.

JYEBX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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