JMGZX Mutual Fund

JMGZX Mutual Fund

NAV$43.44
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Returns Overview

1 Month
+0.71%
3 Months
-3.34%
6 Months
+2.01%
YTD
+2.36%
1 Year
+1.14%
3 Years (annualized)
+10.25%
5 Years (annualized)
+1.98%
10 Years (annualized)
+11.70%

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)
+2.36%
Peer Avg (YTD)
+9.89%
vs Peers
-7.53%

JMGZX Mutual Fund Performance

JMGZX performance across multiple time periods: 1-month 0.71%, YTD 2.36%, 1-year 1.14%, 3-year 10.25%, 5-year 1.98%, 10-year 11.70%.

JMGZX returns trail the peer average of 9.89% 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.