JMCRX Mutual Fund

JMCRX Mutual Fund

NAV$24.90
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Returns Overview

1 Month
-3.25%
3 Months
+3.02%
6 Months
+8.24%
YTD
+15.68%
1 Year
+16.82%
3 Years (annualized)
+13.77%
5 Years (annualized)
+9.61%
10 Years (annualized)
+8.64%

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
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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)
+15.68%
Peer Avg (YTD)
+15.20%
vs Peers
+0.49%

JMCRX Mutual Fund Performance

JMCRX performance across multiple time periods: 1-month -3.25%, YTD 15.68%, 1-year 16.82%, 3-year 13.77%, 5-year 9.61%, 10-year 8.64%.

JMCRX returns outperform the peer average of 15.20% 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.