JAMEX Mutual Fund

NAV$40.07

Returns Overview

1 Month
-1.06%
3 Months
+1.01%
6 Months
+3.38%
YTD
+5.98%
1 Year
+21.27%
3 Years (annualized)
+20.66%
5 Years (annualized)
+12.73%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+9.51%
vs Peers
-3.53%

JAMEX Mutual Fund Performance

JAMEX performance across multiple time periods: 1-month -1.06%, YTD 5.98%, 1-year 21.27%, 3-year 20.66%, 5-year 12.73%, 10-year 15.79%.

JAMEX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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