JELMX Mutual Fund

NAV$11.17

Returns Overview

1 Month
+0.18%
3 Months
+6.84%
6 Months
+5.52%
YTD
+5.22%
1 Year
+11.97%
3 Years (annualized)
+9.33%
5 Years (annualized)
+3.73%
10 Years (annualized)
+6.23%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+5.87%
vs Peers
-0.65%

JELMX Mutual Fund Performance

JELMX performance across multiple time periods: 1-month 0.18%, YTD 5.22%, 1-year 11.97%, 3-year 9.33%, 5-year 3.73%, 10-year 6.23%.

JELMX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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