JMNAX Mutual Fund

JMNAX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-2.53%
3 Months
-1.49%
6 Months
-2.53%
YTD
-4.60%
1 Year
-4.21%
3 Years (annualized)
+4.88%
5 Years (annualized)
+4.38%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMNAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
+3.99%
vs Peers
-8.59%

JMNAX Mutual Fund Performance

JMNAX performance across multiple time periods: 1-month -2.53%, YTD -4.60%, 1-year -4.21%, 3-year 4.88%, 5-year 4.38%, 10-year 4.43%.

JMNAX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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