JGMAX Mutual Fund

JGMAX Mutual Fund

NAV$28.27
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Returns Overview

1 Month
-3.28%
3 Months
+4.57%
6 Months
+10.27%
YTD
+12.97%
1 Year
+21.01%
3 Years (annualized)
+11.39%
5 Years (annualized)
+3.85%
10 Years (annualized)
+9.74%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+15.31%
vs Peers
-2.34%

JGMAX Mutual Fund Performance

JGMAX performance across multiple time periods: 1-month -3.28%, YTD 12.97%, 1-year 21.01%, 3-year 11.39%, 5-year 3.85%, 10-year 9.74%.

JGMAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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