JMOSX Mutual Fund

NAV$14.50

Returns Overview

1 Month
+0.91%
3 Months
+10.37%
6 Months
+8.15%
YTD
+7.58%
1 Year
+15.66%
3 Years (annualized)
+12.24%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMOSX 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)
+7.58%
Peer Avg (YTD)
+5.87%
vs Peers
+1.72%

JMOSX Mutual Fund Performance

JMOSX performance across multiple time periods: 1-month 0.91%, YTD 7.58%, 1-year 15.66%, 3-year 12.24%, 5-year 4.41%, 10-year 6.55%.

JMOSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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