JMADX Mutual Fund

JMADX Mutual Fund

NAV$8.08
See how much of JMADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.60%
3 Months
-1.29%
6 Months
-0.68%
YTD
+0.49%
1 Year
+1.40%
3 Years (annualized)
+8.44%
5 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMADX 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
ICE Bank of America Merrill Lynch US High Yield Index(^IBMLHY)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+2.28%
vs Peers
-1.79%

JMADX Mutual Fund Performance

JMADX performance across multiple time periods: 1-month 0.60%, YTD 0.49%, 1-year 1.40%, 3-year 8.44%, 5-year 2.36%.

JMADX returns trail the peer average of 2.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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