JEMVX Mutual Fund

JEMVX Mutual Fund

NAV$6.36
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Returns Overview

1 Month
-3.51%
3 Months
-3.82%
6 Months
+1.29%
YTD
-0.19%
1 Year
+3.75%
3 Years (annualized)
+10.59%
5 Years (annualized)
+1.95%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMVX 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
Bloomberg Global Aggregate Index Hedged Usd
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+0.32%
vs Peers
-0.50%

JEMVX Mutual Fund Performance

JEMVX performance across multiple time periods: 1-month -3.51%, YTD -0.19%, 1-year 3.75%, 3-year 10.59%, 5-year 1.95%, 10-year 2.95%.

JEMVX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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