JMEEX Mutual Fund

JMEEX Mutual Fund

NAV$70.18
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Returns Overview

1 Month
+4.40%
3 Months
-0.51%
6 Months
+3.67%
YTD
+8.58%
1 Year
+10.52%
3 Years (annualized)
+15.93%
5 Years (annualized)
+6.92%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMEEX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+8.01%
vs Peers
+0.58%

JMEEX Mutual Fund Performance

JMEEX performance across multiple time periods: 1-month 4.40%, YTD 8.58%, 1-year 10.52%, 3-year 15.93%, 5-year 6.92%, 10-year 13.09%.

JMEEX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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