JEVRX Mutual Fund

NAV$12.17

Returns Overview

1 Month
+0.84%
3 Months
+10.79%
6 Months
+18.21%
YTD
+16.38%
1 Year
+38.24%
3 Years (annualized)
+16.68%
5 Years (annualized)
+6.01%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEVRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+23.08%
vs Peers
-6.70%

JEVRX Mutual Fund Performance

JEVRX performance across multiple time periods: 1-month 0.84%, YTD 16.38%, 1-year 38.24%, 3-year 16.68%, 5-year 6.01%, 10-year 8.31%.

JEVRX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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