JOMEX Mutual Fund

NAV$16.53

Returns Overview

1 Month
-2.26%
3 Months
+14.60%
6 Months
+18.87%
YTD
+17.96%
1 Year
+28.60%
3 Years (annualized)
+17.97%
5 Years (annualized)
+8.83%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOMEX 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
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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 Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+17.96%
Peer Avg (YTD)
+23.08%
vs Peers
-5.12%

JOMEX Mutual Fund Performance

JOMEX performance across multiple time periods: 1-month -2.26%, YTD 17.96%, 1-year 28.60%, 3-year 17.97%, 5-year 8.83%, 10-year 11.87%.

JOMEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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