JMUEX Mutual Fund

JMUEX Mutual Fund

NAV$28.93
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Returns Overview

1 Month
+2.58%
3 Months
+0.44%
6 Months
+8.54%
YTD
+6.25%
1 Year
+10.80%
3 Years (annualized)
+16.94%
5 Years (annualized)
+10.52%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUEX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+11.21%
vs Peers
-4.96%

JMUEX Mutual Fund Performance

JMUEX performance across multiple time periods: 1-month 2.58%, YTD 6.25%, 1-year 10.80%, 3-year 16.94%, 5-year 10.52%, 10-year 14.86%.

JMUEX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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