JMGPX Mutual Fund

NAV$51.32

Returns Overview

1 Month
+4.45%
3 Months
+17.60%
6 Months
+10.72%
YTD
+9.48%
1 Year
+12.00%
3 Years (annualized)
+13.43%
5 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGPX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+10.82%
vs Peers
-1.34%

JMGPX Mutual Fund Performance

JMGPX performance across multiple time periods: 1-month 4.45%, YTD 9.48%, 1-year 12.00%, 3-year 13.43%, 5-year 6.28%.

JMGPX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

JMGPX performance comparison shows side-by-side returns with another fund. JMGPX alternatives are available in the Mutual Fund Screener.