JMNAX Mutual Fund

NAV$14.18

Returns Overview

1 Month
-1.58%
3 Months
-1.18%
6 Months
-2.03%
YTD
-1.58%
1 Year
+1.27%
3 Years
+8.79%
5 Years
+6.20%
10 Years
+7.83%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index(NA)
This Mutual Fund (YTD)
-1.58%
Peer Avg (YTD)
+0.53%
vs Peers
-2.11%

JMNAX Mutual Fund Performance

JMNAX performance across multiple time periods: 1-month -1.58%, YTD -1.58%, 1-year 1.27%, 3-year 8.79%, 5-year 6.20%, 10-year 7.83%.

JMNAX returns trail the peer average of 0.53% 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.