JMGLX Mutual Fund

JMGLX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.33%
3 Months
+0.76%
6 Months
+1.44%
YTD
+2.17%
1 Year
+3.55%
3 Years (annualized)
+4.70%
5 Years (annualized)
+3.51%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGLX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+2.15%
vs Peers
+0.02%

JMGLX Mutual Fund Performance

JMGLX performance across multiple time periods: 1-month 0.33%, YTD 2.17%, 1-year 3.55%, 3-year 4.70%, 5-year 3.51%, 10-year 2.48%.

JMGLX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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