JMSFX Mutual Fund

JMSFX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
+1.35%
3 Months
-0.44%
6 Months
+0.58%
YTD
+1.53%
1 Year
+1.77%
3 Years (annualized)
+6.36%
5 Years (annualized)
+2.31%
10 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMSFX 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
PROUpgrade to run
🏦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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+1.93%
vs Peers
-0.40%

JMSFX Mutual Fund Performance

JMSFX performance across multiple time periods: 1-month 1.35%, YTD 1.53%, 1-year 1.77%, 3-year 6.36%, 5-year 2.31%, 10-year 3.50%.

JMSFX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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