JEMDX Mutual Fund

NAV$6.63

Returns Overview

1 Month
+0.99%
3 Months
+5.29%
6 Months
+3.71%
YTD
+3.71%
1 Year
+13.11%
3 Years (annualized)
+10.75%
5 Years (annualized)
+2.26%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMDX 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
JP Morgan Emerging Market Bond Index Global Diversified
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+3.07%
vs Peers
+0.64%

JEMDX Mutual Fund Performance

JEMDX performance across multiple time periods: 1-month 0.99%, YTD 3.71%, 1-year 13.11%, 3-year 10.75%, 5-year 2.26%, 10-year 3.22%.

JEMDX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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