JLMOX Mutual Fund

JLMOX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
+1.23%
3 Months
+0.79%
6 Months
+2.98%
YTD
+6.14%
1 Year
+10.04%
3 Years (annualized)
+10.33%
5 Years (annualized)
+4.31%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLMOX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+3.78%
vs Peers
+2.36%

JLMOX Mutual Fund Performance

JLMOX performance across multiple time periods: 1-month 1.23%, YTD 6.14%, 1-year 10.04%, 3-year 10.33%, 5-year 4.31%, 10-year 6.03%.

JLMOX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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