JAMRX Mutual Fund

JAMRX Mutual Fund

NAV$97.21
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Returns Overview

1 Month
+2.27%
3 Months
-0.28%
6 Months
+20.49%
YTD
+7.63%
1 Year
+20.10%
3 Years (annualized)
+29.27%
5 Years (annualized)
+18.24%
10 Years (annualized)
+23.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+8.68%
vs Peers
-1.05%

JAMRX Mutual Fund Performance

JAMRX performance across multiple time periods: 1-month 2.27%, YTD 7.63%, 1-year 20.10%, 3-year 29.27%, 5-year 18.24%, 10-year 23.55%.

JAMRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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