JMOAX Mutual Fund

JMOAX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
+1.63%
3 Months
+0.84%
6 Months
+5.04%
YTD
+7.63%
1 Year
+12.97%
3 Years (annualized)
+12.66%
5 Years (annualized)
+4.34%
10 Years (annualized)
+6.49%

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
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📉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
Global Moderate Allocation Index
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+6.28%
vs Peers
+1.35%

JMOAX Mutual Fund Performance

JMOAX performance across multiple time periods: 1-month 1.63%, YTD 7.63%, 1-year 12.97%, 3-year 12.66%, 5-year 4.34%, 10-year 6.49%.

JMOAX returns outperform the peer average of 6.28% 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.