JMUSX Mutual Fund

JMUSX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
+0.48%
3 Months
-1.08%
6 Months
-0.94%
YTD
-0.31%
1 Year
+0.85%
3 Years (annualized)
+7.40%
5 Years (annualized)
+2.21%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUSX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.31%
Peer Avg (YTD)
+1.93%
vs Peers
-2.24%

JMUSX Mutual Fund Performance

JMUSX performance across multiple time periods: 1-month 0.48%, YTD -0.31%, 1-year 0.85%, 3-year 7.40%, 5-year 2.21%, 10-year 3.64%.

JMUSX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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