JMSFX Mutual Fund

JMSFX Mutual Fund

NAV$8.46
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Returns Overview

1 Month
+0.01%
3 Months
+0.53%
6 Months
+1.21%
YTD
+1.48%
1 Year
+4.63%
3 Years (annualized)
+7.14%
5 Years (annualized)
+2.98%
10 Years (annualized)
+3.96%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+0.12%
vs Peers
+1.36%

JMSFX Mutual Fund Performance

JMSFX performance across multiple time periods: 1-month 0.01%, YTD 1.48%, 1-year 4.63%, 3-year 7.14%, 5-year 2.98%, 10-year 3.96%.

JMSFX returns outperform the peer average of 0.12% 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.