JMSCX Mutual Fund

NAV$13.58

Returns Overview

1 Month
+0.74%
3 Months
+7.53%
6 Months
+6.02%
YTD
+5.69%
1 Year
+12.26%
3 Years (annualized)
+10.05%
5 Years (annualized)
+2.98%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMSCX 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 Conservative Allocation Index
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+4.14%
vs Peers
+1.54%

JMSCX Mutual Fund Performance

JMSCX performance across multiple time periods: 1-month 0.74%, YTD 5.69%, 1-year 12.26%, 3-year 10.05%, 5-year 2.98%, 10-year 5.08%.

JMSCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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