JMOIX Mutual Fund

JMOIX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
+1.61%
3 Months
+0.90%
6 Months
+5.15%
YTD
+7.73%
1 Year
+13.26%
3 Years (annualized)
+12.88%
5 Years (annualized)
+4.56%
10 Years (annualized)
+6.73%

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)
+7.73%
Peer Avg (YTD)
+6.28%
vs Peers
+1.44%

JMOIX Mutual Fund Performance

JMOIX performance across multiple time periods: 1-month 1.61%, YTD 7.73%, 1-year 13.26%, 3-year 12.88%, 5-year 4.56%, 10-year 6.73%.

JMOIX returns outperform the peer average of 6.28% 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.