JEMUX Mutual Fund

JEMUX Mutual Fund

NAV$10.67
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Returns Overview

1 Month
+6.21%
3 Months
-0.42%
6 Months
+1.58%
YTD
+19.50%
1 Year
+22.38%
3 Years (annualized)
+20.62%
5 Years (annualized)
+11.20%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEMUX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.50%
Peer Avg (YTD)
+10.76%
vs Peers
+8.74%

JEMUX Mutual Fund Performance

JEMUX performance across multiple time periods: 1-month 6.21%, YTD 19.50%, 1-year 22.38%, 3-year 20.62%, 5-year 11.20%, 10-year 10.84%.

JEMUX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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