JEMGX Mutual Fund

NAV$13.16

Returns Overview

1 Month
-6.86%
3 Months
+2.02%
6 Months
+9.39%
YTD
+15.24%
1 Year
+41.46%
3 Years (annualized)
+18.20%
5 Years (annualized)
+1.49%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+23.08%
vs Peers
-7.84%

JEMGX Mutual Fund Performance

JEMGX performance across multiple time periods: 1-month -6.86%, YTD 15.24%, 1-year 41.46%, 3-year 18.20%, 5-year 1.49%, 10-year 8.50%.

JEMGX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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