JMCRX Mutual Fund

JMCRX Mutual Fund

NAV$26.92
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+6.92%
3 Months
+14.10%
6 Months
+21.09%
YTD
+20.06%
1 Year
+30.26%
3 Years (annualized)
+17.09%
5 Years (annualized)
+10.17%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCRX 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
VettaFi US Equity Micro-Cap TR Index
This Mutual Fund (YTD)
+20.06%
Peer Avg (YTD)
+18.52%
vs Peers
+1.54%

JMCRX Mutual Fund Performance

JMCRX performance across multiple time periods: 1-month 6.92%, YTD 20.06%, 1-year 30.26%, 3-year 17.09%, 5-year 10.17%, 10-year 9.66%.

JMCRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

JMCRX performance comparison shows side-by-side returns with another fund. JMCRX alternatives are available in the Mutual Fund Screener.