JTMIX Mutual Fund

JTMIX Mutual Fund

NAV$13.36
See how much of JTMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.13%
3 Months
+1.24%
6 Months
+3.24%
YTD
+4.79%
1 Year
+10.54%
3 Years (annualized)
+8.62%
5 Years (annualized)
+3.83%
10 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTMIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+3.39%
vs Peers
+1.40%

JTMIX Mutual Fund Performance

JTMIX performance across multiple time periods: 1-month -1.13%, YTD 4.79%, 1-year 10.54%, 3-year 8.62%, 5-year 3.83%, 10-year 5.86%.

JTMIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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