JEMUX Mutual Fund

JEMUX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
-5.57%
3 Months
-6.07%
6 Months
+8.68%
YTD
+12.51%
1 Year
+14.15%
3 Years (annualized)
+16.11%
5 Years (annualized)
+10.91%
10 Years (annualized)
+10.53%

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)
+12.51%
Peer Avg (YTD)
+6.73%
vs Peers
+5.79%

JEMUX Mutual Fund Performance

JEMUX performance across multiple time periods: 1-month -5.57%, YTD 12.51%, 1-year 14.15%, 3-year 16.11%, 5-year 10.91%, 10-year 10.53%.

JEMUX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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