JMNAX Mutual Fund

JMNAX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-0.64%
3 Months
-0.28%
6 Months
-0.57%
YTD
-3.78%
1 Year
-3.84%
3 Years (annualized)
+5.60%
5 Years (annualized)
+5.21%
10 Years (annualized)
+4.61%

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)
-3.78%
Peer Avg (YTD)
+4.75%
vs Peers
-8.52%

JMNAX Mutual Fund Performance

JMNAX performance across multiple time periods: 1-month -0.64%, YTD -3.78%, 1-year -3.84%, 3-year 5.60%, 5-year 5.21%, 10-year 4.61%.

JMNAX returns trail the peer average of 4.75% 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.