JAMFX Mutual Fund

NAV$5.51

Returns Overview

1 Month
-4.32%
3 Months
+15.42%
6 Months
-15.16%
YTD
-15.03%
1 Year
-12.74%
3 Years (annualized)
+7.30%
5 Years (annualized)
-11.45%
10 Years (annualized)
+14.25%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-15.03%
Peer Avg (YTD)
+16.06%
vs Peers
-31.09%

JAMFX Mutual Fund Performance

JAMFX performance across multiple time periods: 1-month -4.32%, YTD -15.03%, 1-year -12.74%, 3-year 7.30%, 5-year -11.45%, 10-year 14.25%.

JAMFX returns trail the peer average of 16.06% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

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