JEMRX Mutual Fund

JEMRX Mutual Fund

NAV$6.35
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Returns Overview

1 Month
+0.45%
3 Months
+0.08%
6 Months
+0.42%
YTD
+2.95%
1 Year
+8.84%
3 Years (annualized)
+10.53%
5 Years (annualized)
+1.91%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMRX 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
Bloomberg Global Aggregate Index Hedged Usd
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+2.96%
vs Peers
-0.01%

JEMRX Mutual Fund Performance

JEMRX performance across multiple time periods: 1-month 0.45%, YTD 2.95%, 1-year 8.84%, 3-year 10.53%, 5-year 1.91%, 10-year 2.90%.

JEMRX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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