JMCEX Mutual Fund

NAV$66.94

Returns Overview

1 Month
+4.50%
3 Months
+11.39%
6 Months
+10.94%
YTD
+9.88%
1 Year
+14.27%
3 Years (annualized)
+12.30%
5 Years (annualized)
+7.50%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+10.82%
vs Peers
-0.93%

JMCEX Mutual Fund Performance

JMCEX performance across multiple time periods: 1-month 4.50%, YTD 9.88%, 1-year 14.27%, 3-year 12.30%, 5-year 7.50%, 10-year 13.84%.

JMCEX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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