JMCCX Mutual Fund

JMCCX Mutual Fund

NAV$60.88
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Returns Overview

1 Month
-5.26%
3 Months
-5.85%
6 Months
+4.82%
YTD
+3.33%
1 Year
+3.77%
3 Years (annualized)
+11.96%
5 Years (annualized)
+5.08%
10 Years (annualized)
+10.20%

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
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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+6.72%
vs Peers
-3.39%

JMCCX Mutual Fund Performance

JMCCX performance across multiple time periods: 1-month -5.26%, YTD 3.33%, 1-year 3.77%, 3-year 11.96%, 5-year 5.08%, 10-year 10.20%.

JMCCX returns trail the peer average of 6.72% 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.