JMCRX Mutual Fund

JMCRX Mutual Fund

NAV$25.89
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Returns Overview

1 Month
-0.41%
3 Months
+5.48%
6 Months
+12.86%
YTD
+20.59%
1 Year
+31.50%
3 Years (annualized)
+13.63%
5 Years (annualized)
+10.57%
10 Years (annualized)
+8.91%

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
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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
VettaFi US Equity Micro-Cap TR Index
This Mutual Fund (YTD)
+20.59%
Peer Avg (YTD)
+15.31%
vs Peers
+5.28%

JMCRX Mutual Fund Performance

JMCRX performance across multiple time periods: 1-month -0.41%, YTD 20.59%, 1-year 31.50%, 3-year 13.63%, 5-year 10.57%, 10-year 8.91%.

JMCRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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