JMNAX Mutual Fund

NAV$14.16

Returns Overview

1 Month
+1.85%
3 Months
+1.27%
6 Months
-1.72%
YTD
-1.72%
1 Year
-1.12%
3 Years (annualized)
+6.67%
5 Years (annualized)
+5.80%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMNAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.72%
Peer Avg (YTD)
+3.47%
vs Peers
-5.19%

JMNAX Mutual Fund Performance

JMNAX performance across multiple time periods: 1-month 1.85%, YTD -1.72%, 1-year -1.12%, 3-year 6.67%, 5-year 5.80%, 10-year 8.13%.

JMNAX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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