JEVIX Mutual Fund

JEVIX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
+0.58%
3 Months
+3.86%
6 Months
+9.29%
YTD
+18.94%
1 Year
+34.98%
3 Years (annualized)
+14.80%
5 Years (annualized)
+7.09%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEVIX 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)
+18.94%
Peer Avg (YTD)
+17.66%
vs Peers
+1.28%

JEVIX Mutual Fund Performance

JEVIX performance across multiple time periods: 1-month 0.58%, YTD 18.94%, 1-year 34.98%, 3-year 14.80%, 5-year 7.09%, 10-year 7.67%.

JEVIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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