JGMCX Mutual Fund

JGMCX Mutual Fund

NAV$21.30
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Returns Overview

3 Months
+1.51%
6 Months
+8.73%
YTD
+12.65%
1 Year
+18.75%
3 Years (annualized)
+23.15%
5 Years (annualized)
+14.81%
10 Years (annualized)
+17.92%

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
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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)
+12.65%
Peer Avg (YTD)
+15.20%
vs Peers
-2.54%

JGMCX Mutual Fund Performance

JGMCX performance across multiple time periods: YTD 12.65%, 1-year 18.75%, 3-year 23.15%, 5-year 14.81%, 10-year 17.92%.

JGMCX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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