JAMFX Mutual Fund

JAMFX Mutual Fund

NAV$5.67
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Returns Overview

1 Month
-5.60%
3 Months
+0.19%
6 Months
-10.60%
YTD
-19.79%
1 Year
-20.91%
3 Years (annualized)
+3.64%
5 Years (annualized)
-11.09%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-19.79%
Peer Avg (YTD)
+11.56%
vs Peers
-31.34%

JAMFX Mutual Fund Performance

JAMFX performance across multiple time periods: 1-month -5.60%, YTD -19.79%, 1-year -20.91%, 3-year 3.64%, 5-year -11.09%, 10-year 7.94%.

JAMFX returns trail the peer average of 11.56% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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