JALMX Mutual Fund

JALMX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
-1.12%
3 Months
+1.16%
6 Months
+3.13%
YTD
+4.67%
1 Year
+10.20%
3 Years (annualized)
+8.31%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+3.39%
vs Peers
+1.28%

JALMX Mutual Fund Performance

JALMX performance across multiple time periods: 1-month -1.12%, YTD 4.67%, 1-year 10.20%, 3-year 8.31%, 5-year 3.53%, 10-year 5.55%.

JALMX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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