JOEMX Mutual Fund

JOEMX Mutual Fund

NAV$17.65
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Returns Overview

1 Month
+1.09%
3 Months
-1.56%
6 Months
+3.04%
YTD
+18.24%
1 Year
+30.79%
3 Years (annualized)
+20.56%
5 Years (annualized)
+8.51%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOEMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.24%
Peer Avg (YTD)
+20.14%
vs Peers
-1.90%

JOEMX Mutual Fund Performance

JOEMX performance across multiple time periods: 1-month 1.09%, YTD 18.24%, 1-year 30.79%, 3-year 20.56%, 5-year 8.51%, 10-year 8.89%.

JOEMX returns trail the peer average of 20.14% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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