JMOSX Mutual Fund

JMOSX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-1.66%
3 Months
+2.60%
6 Months
+4.17%
YTD
+5.80%
1 Year
+13.14%
3 Years (annualized)
+10.87%
5 Years (annualized)
+4.00%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOSX 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)
+5.80%
Peer Avg (YTD)
+5.54%
vs Peers
+0.26%

JMOSX Mutual Fund Performance

JMOSX performance across multiple time periods: 1-month -1.66%, YTD 5.80%, 1-year 13.14%, 3-year 10.87%, 5-year 4.00%, 10-year 6.09%.

JMOSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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