JMOCX Mutual Fund

JMOCX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-2.27%
3 Months
-2.41%
6 Months
+7.58%
YTD
+4.71%
1 Year
+7.20%
3 Years (annualized)
+11.83%
5 Years (annualized)
+4.03%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOCX 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)
+4.71%
Peer Avg (YTD)
+4.96%
vs Peers
-0.25%

JMOCX Mutual Fund Performance

JMOCX performance across multiple time periods: 1-month -2.27%, YTD 4.71%, 1-year 7.20%, 3-year 11.83%, 5-year 4.03%, 10-year 5.97%.

JMOCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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