JMGMX Mutual Fund

JMGMX Mutual Fund

NAV$51.48
See how much of JMGMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.56%
3 Months
-8.76%
6 Months
+7.42%
YTD
+0.11%
1 Year
-1.76%
3 Years (annualized)
+11.08%
5 Years (annualized)
+4.51%
10 Years (annualized)
+13.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+6.73%
vs Peers
-6.61%

JMGMX Mutual Fund Performance

JMGMX performance across multiple time periods: 1-month -1.56%, YTD 0.11%, 1-year -1.76%, 3-year 11.08%, 5-year 4.51%, 10-year 13.49%.

JMGMX returns trail the peer average of 6.73% 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.