JMCGX Mutual Fund

JMCGX Mutual Fund

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Returns Overview

1 Month
-6.53%
3 Months
-2.65%
6 Months
-10.86%
YTD
-10.83%
1 Year
-7.51%
3 Years (annualized)
+17.53%
5 Years (annualized)
-6.80%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCGX 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
Bloomberg Microcap Total Return Index
This Mutual Fund (YTD)
-10.83%
Peer Avg (YTD)
+12.21%
vs Peers
-23.04%

JMCGX Mutual Fund Performance

JMCGX performance across multiple time periods: 1-month -6.53%, YTD -10.83%, 1-year -7.51%, 3-year 17.53%, 5-year -6.80%, 10-year 12.09%.

JMCGX returns trail the peer average of 12.21% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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