JAMEX Mutual Fund

JAMEX Mutual Fund

NAV$41.92
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Returns Overview

1 Month
-1.10%
3 Months
+3.75%
6 Months
+16.83%
YTD
+11.98%
1 Year
+16.18%
3 Years (annualized)
+21.48%
5 Years (annualized)
+12.58%
10 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+9.98%
vs Peers
+2.00%

JAMEX Mutual Fund Performance

JAMEX performance across multiple time periods: 1-month -1.10%, YTD 11.98%, 1-year 16.18%, 3-year 21.48%, 5-year 12.58%, 10-year 15.90%.

JAMEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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