JMOSX Mutual Fund

JMOSX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-2.21%
3 Months
-2.35%
6 Months
+7.78%
YTD
+5.06%
1 Year
+7.64%
3 Years (annualized)
+12.40%
5 Years (annualized)
+4.12%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOSX 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
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📉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)
+5.06%
Peer Avg (YTD)
+4.96%
vs Peers
+0.09%

JMOSX Mutual Fund Performance

JMOSX performance across multiple time periods: 1-month -2.21%, YTD 5.06%, 1-year 7.64%, 3-year 12.40%, 5-year 4.12%, 10-year 6.28%.

JMOSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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