JMSIX Mutual Fund

JMSIX Mutual Fund

NAV$8.40
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Returns Overview

1 Month
+0.01%
3 Months
+0.53%
6 Months
+1.21%
YTD
+1.60%
1 Year
+4.75%
3 Years (annualized)
+7.10%
5 Years (annualized)
+2.96%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMSIX 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)
+1.60%
Peer Avg (YTD)
+0.12%
vs Peers
+1.48%

JMSIX Mutual Fund Performance

JMSIX performance across multiple time periods: 1-month 0.01%, YTD 1.60%, 1-year 4.75%, 3-year 7.10%, 5-year 2.96%, 10-year 4.05%.

JMSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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