JMGFX Mutual Fund

JMGFX Mutual Fund

NAV$50.41
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Returns Overview

1 Month
-8.01%
3 Months
+0.60%
6 Months
+2.06%
YTD
+2.04%
1 Year
+1.02%
3 Years (annualized)
+9.75%
5 Years (annualized)
+2.99%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGFX 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
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📉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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+9.54%
vs Peers
-7.50%

JMGFX Mutual Fund Performance

JMGFX performance across multiple time periods: 1-month -8.01%, YTD 2.04%, 1-year 1.02%, 3-year 9.75%, 5-year 2.99%, 10-year 12.31%.

JMGFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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