JMIGX Mutual Fund

JMIGX Mutual Fund

NAV$33.51
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Returns Overview

1 Month
-9.03%
3 Months
-8.36%
6 Months
-6.66%
YTD
-8.23%
1 Year
+17.17%
3 Years (annualized)
+7.81%
5 Years (annualized)
-4.75%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMIGX 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
Bloomberg Microcap Total Return Index
This Mutual Fund (YTD)
-8.23%
Peer Avg (YTD)
+15.31%
vs Peers
-23.54%

JMIGX Mutual Fund Performance

JMIGX performance across multiple time periods: 1-month -9.03%, YTD -8.23%, 1-year 17.17%, 3-year 7.81%, 5-year -4.75%, 10-year 11.89%.

JMIGX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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