JMUTX Mutual Fund

JMUTX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
+1.02%
3 Months
-0.50%
6 Months
-0.28%
YTD
+0.44%
1 Year
+1.66%
3 Years (annualized)
+7.90%
5 Years (annualized)
+2.62%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUTX 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)
+0.44%
Peer Avg (YTD)
+2.28%
vs Peers
-1.84%

JMUTX Mutual Fund Performance

JMUTX performance across multiple time periods: 1-month 1.02%, YTD 0.44%, 1-year 1.66%, 3-year 7.90%, 5-year 2.62%, 10-year 3.89%.

JMUTX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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