CMJAX Mutual Fund

NAV$52.11

Returns Overview

1 Month
+5.09%
3 Months
+19.34%
6 Months
+19.31%
YTD
+18.00%
1 Year
+26.84%
3 Years (annualized)
+15.55%
5 Years (annualized)
+7.53%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMJAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.00%
Peer Avg (YTD)
+10.82%
vs Peers
+7.18%

CMJAX Mutual Fund Performance

CMJAX performance across multiple time periods: 1-month 5.09%, YTD 18.00%, 1-year 26.84%, 3-year 15.55%, 5-year 7.53%, 10-year 12.08%.

CMJAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

CMJAX performance comparison shows side-by-side returns with another fund. CMJAX alternatives are available in the Mutual Fund Screener.