JEMIX Mutual Fund

JEMIX Mutual Fund

NAV$7.71
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Returns Overview

1 Month
+0.88%
3 Months
+0.41%
6 Months
+0.97%
YTD
+3.26%
1 Year
+7.69%
3 Years (annualized)
+10.19%
5 Years (annualized)
+2.90%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMIX 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
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+2.96%
vs Peers
+0.30%

JEMIX Mutual Fund Performance

JEMIX performance across multiple time periods: 1-month 0.88%, YTD 3.26%, 1-year 7.69%, 3-year 10.19%, 5-year 2.90%, 10-year 3.85%.

JEMIX returns outperform the peer average of 2.96% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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