JAMCX Mutual Fund

NAV$35.14

Returns Overview

1 Month
+4.56%
3 Months
+9.03%
6 Months
+11.26%
YTD
+10.24%
1 Year
+15.77%
3 Years (annualized)
+10.44%
5 Years (annualized)
+6.39%
10 Years (annualized)
+8.33%

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
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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+10.82%
vs Peers
-0.57%

JAMCX Mutual Fund Performance

JAMCX performance across multiple time periods: 1-month 4.56%, YTD 10.24%, 1-year 15.77%, 3-year 10.44%, 5-year 6.39%, 10-year 8.33%.

JAMCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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