JMGZX Mutual Fund

JMGZX Mutual Fund

NAV$43.60
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Returns Overview

1 Month
-8.08%
3 Months
+0.44%
6 Months
+1.71%
YTD
+1.64%
1 Year
+0.34%
3 Years (annualized)
+9.03%
5 Years (annualized)
+2.31%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGZX 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
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📉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)
+1.64%
Peer Avg (YTD)
+9.54%
vs Peers
-7.90%

JMGZX Mutual Fund Performance

JMGZX performance across multiple time periods: 1-month -8.08%, YTD 1.64%, 1-year 0.34%, 3-year 9.03%, 5-year 2.31%, 10-year 11.56%.

JMGZX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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