JMGQX Mutual Fund

JMGQX Mutual Fund

NAV$51.15
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Returns Overview

1 Month
-8.03%
3 Months
+0.56%
6 Months
+1.97%
YTD
+1.93%
1 Year
+0.84%
3 Years (annualized)
+9.57%
5 Years (annualized)
+2.83%
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)
+1.93%
Peer Avg (YTD)
+9.54%
vs Peers
-7.61%

JMGQX Mutual Fund Performance

JMGQX performance across multiple time periods: 1-month -8.03%, YTD 1.93%, 1-year 0.84%, 3-year 9.57%, 5-year 2.83%, 10-year 12.11%.

JMGQX returns trail the peer average of 9.54% 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.