JMTAX Mutual Fund

JMTAX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
+0.25%
3 Months
-0.78%
6 Months
+1.73%
YTD
+1.73%
1 Year
+3.24%
3 Years (annualized)
+1.49%
5 Years (annualized)
-1.40%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMTAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+2.93%
vs Peers
-1.19%

JMTAX Mutual Fund Performance

JMTAX performance across multiple time periods: 1-month 0.25%, YTD 1.73%, 1-year 3.24%, 3-year 1.49%, 5-year -1.40%, 10-year 1.42%.

JMTAX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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