JMTRX Mutual Fund

JMTRX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
+0.25%
3 Months
-0.63%
6 Months
+1.93%
YTD
+1.93%
1 Year
+3.53%
3 Years (annualized)
+1.72%
5 Years (annualized)
-1.19%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMTRX 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)
+1.93%
Peer Avg (YTD)
+2.93%
vs Peers
-1.00%

JMTRX Mutual Fund Performance

JMTRX performance across multiple time periods: 1-month 0.25%, YTD 1.93%, 1-year 3.53%, 3-year 1.72%, 5-year -1.19%, 10-year 1.62%.

JMTRX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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