JGMRX Mutual Fund

JGMRX Mutual Fund

NAV$25.31
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Returns Overview

1 Month
-3.30%
3 Months
+4.47%
6 Months
+10.13%
YTD
+12.84%
1 Year
+20.66%
3 Years (annualized)
+11.06%
5 Years (annualized)
+3.55%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMRX 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)
+12.84%
Peer Avg (YTD)
+15.31%
vs Peers
-2.48%

JGMRX Mutual Fund Performance

JGMRX performance across multiple time periods: 1-month -3.30%, YTD 12.84%, 1-year 20.66%, 3-year 11.06%, 5-year 3.55%, 10-year 9.42%.

JGMRX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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