JGMCX Mutual Fund

NAV$22.83

Returns Overview

1 Month
+4.99%
3 Months
+19.05%
6 Months
+17.17%
YTD
+16.51%
1 Year
+26.65%
3 Years (annualized)
+16.10%
5 Years (annualized)
+5.58%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMCX 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
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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)
+16.51%
Peer Avg (YTD)
+18.52%
vs Peers
-2.01%

JGMCX Mutual Fund Performance

JGMCX performance across multiple time periods: 1-month 4.99%, YTD 16.51%, 1-year 26.65%, 3-year 16.10%, 5-year 5.58%, 10-year 10.94%.

JGMCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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