JMGMX Mutual Fund

JMGMX Mutual Fund

NAV$48.96
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Returns Overview

1 Month
-4.89%
3 Months
-5.66%
6 Months
-5.07%
YTD
-4.78%
1 Year
-7.46%
3 Years (annualized)
+12.63%
5 Years (annualized)
+2.70%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGMX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.78%
Peer Avg (YTD)
+8.01%
vs Peers
-12.78%

JMGMX Mutual Fund Performance

JMGMX performance across multiple time periods: 1-month -4.89%, YTD -4.78%, 1-year -7.46%, 3-year 12.63%, 5-year 2.70%, 10-year 13.32%.

JMGMX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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