GMJPX Mutual Fund

GMJPX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+1.48%
3 Months
+10.24%
6 Months
+13.11%
YTD
+12.99%
1 Year
+13.06%
3 Years (annualized)
+9.19%
5 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMJPX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+11.24%
vs Peers
+1.74%

GMJPX Mutual Fund Performance

GMJPX performance across multiple time periods: 1-month 1.48%, YTD 12.99%, 1-year 13.06%, 3-year 9.19%, 5-year 5.42%.

GMJPX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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