JMADX Mutual Fund

JMADX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
-2.77%
3 Months
-2.25%
6 Months
+0.59%
YTD
-0.10%
1 Year
+0.91%
3 Years (annualized)
+8.20%
5 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMADX 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
ICE Bank of America Merrill Lynch US High Yield Index(^IBMLHY)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.50%
vs Peers
-0.60%

JMADX Mutual Fund Performance

JMADX performance across multiple time periods: 1-month -2.77%, YTD -0.10%, 1-year 0.91%, 3-year 8.20%, 5-year 2.66%.

JMADX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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