JTMRX Mutual Fund

JTMRX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-1.66%
3 Months
-0.36%
6 Months
-0.50%
YTD
+0.48%
1 Year
+4.98%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.58%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTMRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.23%
vs Peers
+0.24%

JTMRX Mutual Fund Performance

JTMRX performance across multiple time periods: 1-month -1.66%, YTD 0.48%, 1-year 4.98%, 3-year 3.60%, 5-year 0.58%, 10-year 2.04%.

JTMRX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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