JEVIX Mutual Fund

NAV$11.79

Returns Overview

1 Month
+0.84%
3 Months
+10.86%
6 Months
+18.25%
YTD
+16.43%
1 Year
+38.08%
3 Years (annualized)
+16.56%
5 Years (annualized)
+5.91%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEVIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.43%
Peer Avg (YTD)
+23.08%
vs Peers
-6.65%

JEVIX Mutual Fund Performance

JEVIX performance across multiple time periods: 1-month 0.84%, YTD 16.43%, 1-year 38.08%, 3-year 16.56%, 5-year 5.91%, 10-year 8.19%.

JEVIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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