JEMZX Mutual Fund

JEMZX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+1.63%
3 Months
+28.54%
6 Months
+27.71%
YTD
+24.68%
1 Year
+39.78%
3 Years (annualized)
+16.85%
5 Years (annualized)
+0.35%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMZX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.68%
Peer Avg (YTD)
+23.08%
vs Peers
+1.61%

JEMZX Mutual Fund Performance

JEMZX performance across multiple time periods: 1-month 1.63%, YTD 24.68%, 1-year 39.78%, 3-year 16.85%, 5-year 0.35%, 10-year 7.30%.

JEMZX returns outperform the peer average of 23.08% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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