JEVIX Mutual Fund

JEVIX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
-5.78%
3 Months
-8.50%
6 Months
-4.97%
YTD
+7.15%
1 Year
+20.97%
3 Years (annualized)
+28.08%
5 Years (annualized)
+13.38%
10 Years (annualized)
+11.32%

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)
+7.15%
Peer Avg (YTD)
+9.82%
vs Peers
-2.67%

JEVIX Mutual Fund Performance

JEVIX performance across multiple time periods: 1-month -5.78%, YTD 7.15%, 1-year 20.97%, 3-year 28.08%, 5-year 13.38%, 10-year 11.32%.

JEVIX returns trail the peer average of 9.82% 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.