JMTIX Mutual Fund

JMTIX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
+0.25%
3 Months
-0.73%
6 Months
+1.84%
YTD
+1.84%
1 Year
+3.47%
3 Years (annualized)
+1.77%
5 Years (annualized)
-1.16%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMTIX 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)
+1.84%
Peer Avg (YTD)
+2.93%
vs Peers
-1.09%

JMTIX Mutual Fund Performance

JMTIX performance across multiple time periods: 1-month 0.25%, YTD 1.84%, 1-year 3.47%, 3-year 1.77%, 5-year -1.16%, 10-year 1.62%.

JMTIX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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