JMUAX Mutual Fund

JMUAX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
-2.08%
3 Months
-2.18%
6 Months
-0.38%
YTD
-0.63%
1 Year
+1.14%
3 Years (annualized)
+7.25%
5 Years (annualized)
+2.31%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+0.50%
vs Peers
-1.13%

JMUAX Mutual Fund Performance

JMUAX performance across multiple time periods: 1-month -2.08%, YTD -0.63%, 1-year 1.14%, 3-year 7.25%, 5-year 2.31%, 10-year 3.87%.

JMUAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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