JMUEX Mutual Fund

JMUEX Mutual Fund

NAV$28.80
See how much of JMUEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.00%
3 Months
+0.87%
6 Months
+14.15%
YTD
+5.19%
1 Year
+5.98%
3 Years (annualized)
+16.94%
5 Years (annualized)
+10.52%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+9.98%
vs Peers
-4.80%

JMUEX Mutual Fund Performance

JMUEX performance across multiple time periods: 1-month -1.00%, YTD 5.19%, 1-year 5.98%, 3-year 16.94%, 5-year 10.52%, 10-year 14.86%.

JMUEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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