JEMVX Mutual Fund

JEMVX Mutual Fund

NAV$6.36
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Returns Overview

1 Month
+0.75%
3 Months
-1.90%
6 Months
-1.34%
YTD
+0.56%
1 Year
+2.22%
3 Years (annualized)
+11.26%
5 Years (annualized)
+1.98%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMVX 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
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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)
+0.56%
Peer Avg (YTD)
+0.43%
vs Peers
+0.13%

JEMVX Mutual Fund Performance

JEMVX performance across multiple time periods: 1-month 0.75%, YTD 0.56%, 1-year 2.22%, 3-year 11.26%, 5-year 1.98%, 10-year 2.83%.

JEMVX returns outperform the peer average of 0.43% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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