JMGMX Mutual Fund

JMGMX Mutual Fund

NAV$53.46
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Returns Overview

1 Month
-8.01%
3 Months
+0.63%
6 Months
+2.09%
YTD
+2.09%
1 Year
+1.10%
3 Years (annualized)
+9.84%
5 Years (annualized)
+3.09%
10 Years (annualized)
+13.34%

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)
+2.09%
Peer Avg (YTD)
+9.54%
vs Peers
-7.45%

JMGMX Mutual Fund Performance

JMGMX performance across multiple time periods: 1-month -8.01%, YTD 2.09%, 1-year 1.10%, 3-year 9.84%, 5-year 3.09%, 10-year 13.34%.

JMGMX returns trail the peer average of 9.54% 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.