JEMSX Mutual Fund

NAV$52.06

Returns Overview

1 Month
+2.50%
3 Months
+27.44%
6 Months
+32.74%
YTD
+29.57%
1 Year
+58.36%
3 Years (annualized)
+24.65%
5 Years (annualized)
+5.87%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMSX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+29.57%
Peer Avg (YTD)
+23.08%
vs Peers
+6.49%

JEMSX Mutual Fund Performance

JEMSX performance across multiple time periods: 1-month 2.50%, YTD 29.57%, 1-year 58.36%, 3-year 24.65%, 5-year 5.87%, 10-year 11.59%.

JEMSX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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