JMGRX Mutual Fund

JMGRX Mutual Fund

NAV$153.59
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Returns Overview

1 Month
+3.04%
3 Months
-2.09%
6 Months
+3.68%
YTD
+5.20%
1 Year
+7.25%
3 Years (annualized)
+15.60%
5 Years (annualized)
+5.71%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGRX 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)
+5.20%
Peer Avg (YTD)
+8.01%
vs Peers
-2.81%

JMGRX Mutual Fund Performance

JMGRX performance across multiple time periods: 1-month 3.04%, YTD 5.20%, 1-year 7.25%, 3-year 15.60%, 5-year 5.71%, 10-year 12.46%.

JMGRX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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