JGMAX Mutual Fund

NAV$28.81

Returns Overview

1 Month
+5.06%
3 Months
+19.19%
6 Months
+17.48%
YTD
+16.81%
1 Year
+27.30%
3 Years (annualized)
+16.44%
5 Years (annualized)
+10.93%
10 Years (annualized)
+16.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMAX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+18.52%
vs Peers
-1.72%

JGMAX Mutual Fund Performance

JGMAX performance across multiple time periods: 1-month 5.06%, YTD 16.81%, 1-year 27.30%, 3-year 16.44%, 5-year 10.93%, 10-year 16.33%.

JGMAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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