JAMFX Mutual Fund

JAMFX Mutual Fund

NAV$5.74
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Returns Overview

1 Month
+0.17%
3 Months
+4.69%
6 Months
+20.83%
YTD
-11.04%
1 Year
-20.05%
3 Years (annualized)
+12.15%
5 Years (annualized)
-9.59%
10 Years (annualized)
+14.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.04%
Peer Avg (YTD)
+16.41%
vs Peers
-27.45%

JAMFX Mutual Fund Performance

JAMFX performance across multiple time periods: 1-month 0.17%, YTD -11.04%, 1-year -20.05%, 3-year 12.15%, 5-year -9.59%, 10-year 14.56%.

JAMFX returns trail the peer average of 16.41% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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