JOMMX Mutual Fund

NAV$15.62

Returns Overview

1 Month
-7.30%
3 Months
-7.30%
6 Months
+3.10%
YTD
+9.31%
1 Year
+28.73%
3 Years (annualized)
+18.08%
5 Years (annualized)
+8.92%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOMMX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+23.08%
vs Peers
-13.77%

JOMMX Mutual Fund Performance

JOMMX performance across multiple time periods: 1-month -7.30%, YTD 9.31%, 1-year 28.73%, 3-year 18.08%, 5-year 8.92%, 10-year 11.96%.

JOMMX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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