JAMEX Mutual Fund

JAMEX Mutual Fund

NAV$41.75
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Returns Overview

1 Month
+3.08%
3 Months
+4.99%
6 Months
+9.03%
YTD
+11.25%
1 Year
+21.85%
3 Years (annualized)
+20.27%
5 Years (annualized)
+13.39%
10 Years (annualized)
+15.11%

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)
+11.25%
Peer Avg (YTD)
+9.41%
vs Peers
+1.84%

JAMEX Mutual Fund Performance

JAMEX performance across multiple time periods: 1-month 3.08%, YTD 11.25%, 1-year 21.85%, 3-year 20.27%, 5-year 13.39%, 10-year 15.11%.

JAMEX returns outperform the peer average of 9.41% 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.