JMCCX Mutual Fund

JMCCX Mutual Fund

NAV$62.90
See how much of JMCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.07%
3 Months
+3.96%
6 Months
+7.11%
YTD
+9.62%
1 Year
+11.18%
3 Years (annualized)
+10.60%
5 Years (annualized)
+5.41%
10 Years (annualized)
+10.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+9.54%
vs Peers
+0.08%

JMCCX Mutual Fund Performance

JMCCX performance across multiple time periods: 1-month -1.07%, YTD 9.62%, 1-year 11.18%, 3-year 10.60%, 5-year 5.41%, 10-year 10.29%.

JMCCX returns outperform the peer average of 9.54% 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.