JAMRX Mutual Fund

NAV$96.55

Returns Overview

1 Month
-0.11%
3 Months
+20.83%
6 Months
+7.91%
YTD
+7.93%
1 Year
+29.62%
3 Years (annualized)
+28.34%
5 Years (annualized)
+15.44%
10 Years (annualized)
+17.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAMRX 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)
+7.93%
Peer Avg (YTD)
+8.97%
vs Peers
-1.04%

JAMRX Mutual Fund Performance

JAMRX performance across multiple time periods: 1-month -0.11%, YTD 7.93%, 1-year 29.62%, 3-year 28.34%, 5-year 15.44%, 10-year 17.91%.

JAMRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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