JTMRX Mutual Fund

JTMRX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
-0.01%
3 Months
-0.91%
6 Months
-1.58%
YTD
+0.47%
1 Year
+4.17%
3 Years (annualized)
+4.01%
5 Years (annualized)
+0.63%
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)
+0.47%
Peer Avg (YTD)
+0.15%
vs Peers
+0.32%

JTMRX Mutual Fund Performance

JTMRX performance across multiple time periods: 1-month -0.01%, YTD 0.47%, 1-year 4.17%, 3-year 4.01%, 5-year 0.63%, 10-year 2.04%.

JTMRX returns outperform the peer average of 0.15% 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.