JEMUX Mutual Fund

JEMUX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+4.67%
3 Months
+15.70%
6 Months
+19.79%
YTD
+18.52%
1 Year
+29.66%
3 Years (annualized)
+17.19%
5 Years (annualized)
+11.74%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMUX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.52%
Peer Avg (YTD)
+10.82%
vs Peers
+7.70%

JEMUX Mutual Fund Performance

JEMUX performance across multiple time periods: 1-month 4.67%, YTD 18.52%, 1-year 29.66%, 3-year 17.19%, 5-year 11.74%, 10-year 7.64%.

JEMUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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