JOMMX Mutual Fund

JOMMX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
-1.91%
3 Months
+0.30%
6 Months
+14.96%
YTD
+18.33%
1 Year
+19.95%
3 Years (annualized)
+17.81%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOMMX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+18.33%
Peer Avg (YTD)
+20.48%
vs Peers
-2.15%

JOMMX Mutual Fund Performance

JOMMX performance across multiple time periods: 1-month -1.91%, YTD 18.33%, 1-year 19.95%, 3-year 17.81%, 5-year 9.34%, 10-year 11.38%.

JOMMX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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