JMCCX Mutual Fund

JMCCX Mutual Fund

NAV$62.06
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Returns Overview

1 Month
+4.31%
3 Months
-0.74%
6 Months
+3.19%
YTD
+7.79%
1 Year
+9.53%
3 Years (annualized)
+14.89%
5 Years (annualized)
+4.52%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCCX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+8.01%
vs Peers
-0.22%

JMCCX Mutual Fund Performance

JMCCX performance across multiple time periods: 1-month 4.31%, YTD 7.79%, 1-year 9.53%, 3-year 14.89%, 5-year 4.52%, 10-year 10.50%.

JMCCX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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