JSMGX Mutual Fund

JSMGX Mutual Fund

NAV$30.62
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Returns Overview

1 Month
-3.23%
3 Months
+4.67%
6 Months
+10.46%
YTD
+13.25%
1 Year
+21.47%
3 Years (annualized)
+11.77%
5 Years (annualized)
+4.21%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMGX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+15.31%
vs Peers
-2.06%

JSMGX Mutual Fund Performance

JSMGX performance across multiple time periods: 1-month -3.23%, YTD 13.25%, 1-year 21.47%, 3-year 11.77%, 5-year 4.21%, 10-year 10.12%.

JSMGX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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