JSMEX Mutual Fund

JSMEX Mutual Fund

NAV$25.54
See how much of JSMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.72%
3 Months
+2.97%
6 Months
+6.21%
YTD
+8.14%
1 Year
+16.98%
3 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+6.99%
vs Peers
+1.15%

JSMEX Mutual Fund Performance

JSMEX performance across multiple time periods: 1-month -0.72%, YTD 8.14%, 1-year 16.98%, 3-year 14.79%.

JSMEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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