JMIGX Mutual Fund

JMIGX Mutual Fund

NAV$33.47
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Returns Overview

1 Month
+6.29%
3 Months
-4.90%
6 Months
+2.55%
YTD
-2.46%
1 Year
+10.11%
3 Years (annualized)
+14.16%
5 Years (annualized)
-5.25%
10 Years (annualized)
+12.69%

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)
-2.46%
Peer Avg (YTD)
+15.20%
vs Peers
-17.65%

JMIGX Mutual Fund Performance

JMIGX performance across multiple time periods: 1-month 6.29%, YTD -2.46%, 1-year 10.11%, 3-year 14.16%, 5-year -5.25%, 10-year 12.69%.

JMIGX returns trail the peer average of 15.20% 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.