JEMIX Mutual Fund

NAV$8.10

Returns Overview

1 Month
-1.58%
3 Months
-1.22%
6 Months
-1.34%
YTD
-0.86%
1 Year
+11.29%
3 Years (annualized)
+10.54%
5 Years (annualized)
+3.27%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMIX 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
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+3.07%
vs Peers
-3.93%

JEMIX Mutual Fund Performance

JEMIX performance across multiple time periods: 1-month -1.58%, YTD -0.86%, 1-year 11.29%, 3-year 10.54%, 5-year 3.27%, 10-year 4.36%.

JEMIX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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