JMOIX Mutual Fund

JMOIX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-1.59%
3 Months
+2.74%
6 Months
+4.39%
YTD
+6.02%
1 Year
+13.64%
3 Years (annualized)
+11.33%
5 Years (annualized)
+4.45%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOIX 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)
+6.02%
Peer Avg (YTD)
+5.54%
vs Peers
+0.48%

JMOIX Mutual Fund Performance

JMOIX performance across multiple time periods: 1-month -1.59%, YTD 6.02%, 1-year 13.64%, 3-year 11.33%, 5-year 4.45%, 10-year 6.53%.

JMOIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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