JMKIX Mutual Fund

NAV$8.11

Returns Overview

1 Month
+0.78%
3 Months
+4.89%
6 Months
+3.46%
YTD
+3.59%
1 Year
+10.98%
3 Years (annualized)
+10.41%
5 Years (annualized)
+3.13%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMKIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+3.07%
vs Peers
+0.52%

JMKIX Mutual Fund Performance

JMKIX performance across multiple time periods: 1-month 0.78%, YTD 3.59%, 1-year 10.98%, 3-year 10.41%, 5-year 3.13%, 10-year 4.23%.

JMKIX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

JMKIX performance comparison shows side-by-side returns with another fund. JMKIX alternatives are available in the Mutual Fund Screener.