JAMCX Mutual Fund

JAMCX Mutual Fund

NAV$35.01
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Returns Overview

1 Month
+1.84%
3 Months
+5.37%
6 Months
+9.48%
YTD
+13.31%
1 Year
+16.52%
3 Years (annualized)
+11.85%
5 Years (annualized)
+7.75%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMCX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+9.54%
vs Peers
+3.77%

JAMCX Mutual Fund Performance

JAMCX performance across multiple time periods: 1-month 1.84%, YTD 13.31%, 1-year 16.52%, 3-year 11.85%, 5-year 7.75%, 10-year 8.25%.

JAMCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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