JGMIX Mutual Fund

JGMIX Mutual Fund

NAV$27.06
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Returns Overview

1 Month
-3.25%
3 Months
+4.56%
6 Months
+10.27%
YTD
+12.99%
1 Year
+20.95%
3 Years (annualized)
+11.33%
5 Years (annualized)
+3.80%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMIX 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)
+12.99%
Peer Avg (YTD)
+15.31%
vs Peers
-2.33%

JGMIX Mutual Fund Performance

JGMIX performance across multiple time periods: 1-month -3.25%, YTD 12.99%, 1-year 20.95%, 3-year 11.33%, 5-year 3.80%, 10-year 9.69%.

JGMIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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