JMOAX Mutual Fund

JMOAX Mutual Fund

NAV$14.11
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Returns Overview

1 Month
-2.23%
3 Months
-2.29%
6 Months
+7.90%
YTD
+5.24%
1 Year
+7.89%
3 Years (annualized)
+12.66%
5 Years (annualized)
+4.34%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOAX 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
Global Moderate Allocation Index
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+4.96%
vs Peers
+0.27%

JMOAX Mutual Fund Performance

JMOAX performance across multiple time periods: 1-month -2.23%, YTD 5.24%, 1-year 7.89%, 3-year 12.66%, 5-year 4.34%, 10-year 6.49%.

JMOAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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