JALMX Mutual Fund

JALMX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
-2.28%
3 Months
-2.20%
6 Months
+4.56%
YTD
+3.52%
1 Year
+5.48%
3 Years (annualized)
+9.80%
5 Years (annualized)
+3.89%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+2.46%
vs Peers
+1.06%

JALMX Mutual Fund Performance

JALMX performance across multiple time periods: 1-month -2.28%, YTD 3.52%, 1-year 5.48%, 3-year 9.80%, 5-year 3.89%, 10-year 5.77%.

JALMX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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