JMGZX Mutual Fund

JMGZX Mutual Fund

NAV$45.92
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Returns Overview

1 Month
+4.42%
3 Months
+17.51%
6 Months
+10.58%
YTD
+9.35%
1 Year
+11.71%
3 Years (annualized)
+13.14%
5 Years (annualized)
+6.16%
10 Years (annualized)
+17.64%

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)
+9.35%
Peer Avg (YTD)
+10.82%
vs Peers
-1.47%

JMGZX Mutual Fund Performance

JMGZX performance across multiple time periods: 1-month 4.42%, YTD 9.35%, 1-year 11.71%, 3-year 13.14%, 5-year 6.16%, 10-year 17.64%.

JMGZX returns trail the peer average of 10.82% 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.