JMTCX Mutual Fund

JMTCX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+0.24%
3 Months
-0.90%
6 Months
+1.45%
YTD
+1.45%
1 Year
+2.61%
3 Years (annualized)
+0.87%
5 Years (annualized)
-2.03%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMTCX 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
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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)
+1.45%
Peer Avg (YTD)
+2.93%
vs Peers
-1.48%

JMTCX Mutual Fund Performance

JMTCX performance across multiple time periods: 1-month 0.24%, YTD 1.45%, 1-year 2.61%, 3-year 0.87%, 5-year -2.03%, 10-year 0.80%.

JMTCX returns trail the peer average of 2.93% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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