JELMX Mutual Fund

JELMX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
-1.08%
3 Months
+1.01%
6 Months
+2.91%
YTD
+4.08%
1 Year
+10.44%
3 Years (annualized)
+8.39%
5 Years (annualized)
+3.30%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JELMX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+5.54%
vs Peers
-1.46%

JELMX Mutual Fund Performance

JELMX performance across multiple time periods: 1-month -1.08%, YTD 4.08%, 1-year 10.44%, 3-year 8.39%, 5-year 3.30%, 10-year 4.93%.

JELMX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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