JMIGX Mutual Fund

NAV$34.51

Returns Overview

1 Month
-1.64%
3 Months
+14.31%
6 Months
+0.48%
YTD
+0.89%
1 Year
+43.26%
3 Years (annualized)
+11.03%
5 Years (annualized)
-4.44%
10 Years (annualized)
+14.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Microcap Total Return Index
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+18.52%
vs Peers
-17.64%

JMIGX Mutual Fund Performance

JMIGX performance across multiple time periods: 1-month -1.64%, YTD 0.89%, 1-year 43.26%, 3-year 11.03%, 5-year -4.44%, 10-year 14.76%.

JMIGX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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