JEMZX Mutual Fund

JEMZX Mutual Fund

NAV$12.81
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Returns Overview

1 Month
-1.06%
3 Months
-4.75%
6 Months
+22.44%
YTD
+18.76%
1 Year
+23.09%
3 Years (annualized)
+16.34%
5 Years (annualized)
+0.60%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMZX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.76%
Peer Avg (YTD)
+20.48%
vs Peers
-1.72%

JEMZX Mutual Fund Performance

JEMZX performance across multiple time periods: 1-month -1.06%, YTD 18.76%, 1-year 23.09%, 3-year 16.34%, 5-year 0.60%, 10-year 6.34%.

JEMZX returns trail the peer average of 20.48% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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