JGMIX Mutual Fund

JGMIX Mutual Fund

NAV$28.15
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Returns Overview

1 Month
+5.03%
3 Months
+19.17%
6 Months
+17.42%
YTD
+16.79%
1 Year
+27.25%
3 Years (annualized)
+16.43%
5 Years (annualized)
+10.96%
10 Years (annualized)
+14.51%

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)
+16.79%
Peer Avg (YTD)
+18.52%
vs Peers
-1.74%

JGMIX Mutual Fund Performance

JGMIX performance across multiple time periods: 1-month 5.03%, YTD 16.79%, 1-year 27.25%, 3-year 16.43%, 5-year 10.96%, 10-year 14.51%.

JGMIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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