JOMEX Mutual Fund

JOMEX Mutual Fund

NAV$17.17
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Returns Overview

1 Month
-8.83%
3 Months
-9.68%
6 Months
+0.72%
YTD
+7.55%
1 Year
+15.53%
3 Years (annualized)
+12.21%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.29%

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
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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 Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+17.66%
vs Peers
-10.11%

JOMEX Mutual Fund Performance

JOMEX performance across multiple time periods: 1-month -8.83%, YTD 7.55%, 1-year 15.53%, 3-year 12.21%, 5-year 7.24%, 10-year 10.29%.

JOMEX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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