JOEMX Mutual Fund

NAV$17.40

Returns Overview

1 Month
-0.28%
3 Months
+18.36%
6 Months
+19.79%
YTD
+17.58%
1 Year
+38.21%
3 Years (annualized)
+20.07%
5 Years (annualized)
+7.90%
10 Years (annualized)
+9.91%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.58%
Peer Avg (YTD)
+23.08%
vs Peers
-5.50%

JOEMX Mutual Fund Performance

JOEMX performance across multiple time periods: 1-month -0.28%, YTD 17.58%, 1-year 38.21%, 3-year 20.07%, 5-year 7.90%, 10-year 9.91%.

JOEMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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