JMOIX Mutual Fund

JMOIX Mutual Fund

NAV$14.05
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Returns Overview

1 Month
-0.78%
3 Months
-1.40%
6 Months
+1.30%
YTD
+4.53%
1 Year
+6.22%
3 Years (annualized)
+14.12%
5 Years (annualized)
+4.12%
10 Years (annualized)
+6.59%

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)
+4.53%
Peer Avg (YTD)
+5.92%
vs Peers
-1.39%

JMOIX Mutual Fund Performance

JMOIX performance across multiple time periods: 1-month -0.78%, YTD 4.53%, 1-year 6.22%, 3-year 14.12%, 5-year 4.12%, 10-year 6.59%.

JMOIX returns trail the peer average of 5.92% YTD. With an expense ratio of 0.68%, 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.