JSMEX Mutual Fund

JSMEX Mutual Fund

NAV$25.20
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Returns Overview

1 Month
+1.80%
3 Months
+1.60%
6 Months
+6.49%
YTD
+10.09%
1 Year
+16.08%
3 Years (annualized)
+16.49%

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
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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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+8.76%
vs Peers
+1.33%

JSMEX Mutual Fund Performance

JSMEX performance across multiple time periods: 1-month 1.80%, YTD 10.09%, 1-year 16.08%, 3-year 16.49%.

JSMEX returns outperform the peer average of 8.76% 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.