JMOAX Mutual Fund

NAV$14.43

Returns Overview

1 Month
+0.91%
3 Months
+10.44%
6 Months
+8.20%
YTD
+7.71%
1 Year
+15.89%
3 Years (annualized)
+12.48%
5 Years (annualized)
+4.64%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOAX 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
Global Moderate Allocation Index
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+5.87%
vs Peers
+1.84%

JMOAX Mutual Fund Performance

JMOAX performance across multiple time periods: 1-month 0.91%, YTD 7.71%, 1-year 15.89%, 3-year 12.48%, 5-year 4.64%, 10-year 6.76%.

JMOAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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