JMGQX Mutual Fund

JMGQX Mutual Fund

NAV$50.70
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Returns Overview

1 Month
+0.74%
3 Months
-3.22%
6 Months
+2.25%
YTD
+2.68%
1 Year
+1.64%
3 Years (annualized)
+10.80%
5 Years (annualized)
+2.49%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGQX 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)
+2.68%
Peer Avg (YTD)
+9.89%
vs Peers
-7.21%

JMGQX Mutual Fund Performance

JMGQX performance across multiple time periods: 1-month 0.74%, YTD 2.68%, 1-year 1.64%, 3-year 10.80%, 5-year 2.49%, 10-year 12.11%.

JMGQX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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