JMOCX Mutual Fund

JMOCX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
-0.87%
3 Months
-1.59%
6 Months
+0.81%
YTD
+3.80%
1 Year
+5.33%
3 Years (annualized)
+13.07%
5 Years (annualized)
+3.61%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOCX 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
Global Moderate Allocation Index
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+5.92%
vs Peers
-2.12%

JMOCX Mutual Fund Performance

JMOCX performance across multiple time periods: 1-month -0.87%, YTD 3.80%, 1-year 5.33%, 3-year 13.07%, 5-year 3.61%, 10-year 5.82%.

JMOCX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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