JMOAX Mutual Fund

JMOAX Mutual Fund

NAV$14.39
See how much of JMOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
+2.61%
6 Months
+4.27%
YTD
+5.91%
1 Year
+13.35%
3 Years (annualized)
+11.07%
5 Years (annualized)
+4.22%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Global Moderate Allocation Index
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+5.54%
vs Peers
+0.38%

JMOAX Mutual Fund Performance

JMOAX performance across multiple time periods: 1-month -1.67%, YTD 5.91%, 1-year 13.35%, 3-year 11.07%, 5-year 4.22%, 10-year 6.28%.

JMOAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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