JTMIX Mutual Fund

NAV$13.30

Returns Overview

1 Month
+0.33%
3 Months
+7.07%
6 Months
+6.32%
YTD
+5.99%
1 Year
+12.16%
3 Years (annualized)
+9.63%
5 Years (annualized)
+4.19%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTMIX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+4.14%
vs Peers
+1.84%

JTMIX Mutual Fund Performance

JTMIX performance across multiple time periods: 1-month 0.33%, YTD 5.99%, 1-year 12.16%, 3-year 9.63%, 5-year 4.19%, 10-year 6.23%.

JTMIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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