JGMAX Mutual Fund

JGMAX Mutual Fund

NAV$26.08
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Returns Overview

1 Month
-5.92%
3 Months
-9.01%
6 Months
+8.45%
YTD
+6.28%
1 Year
+23.91%
3 Years (annualized)
+22.00%
5 Years (annualized)
+13.79%
10 Years (annualized)
+17.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMAX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+10.34%
vs Peers
-4.06%

JGMAX Mutual Fund Performance

JGMAX performance across multiple time periods: 1-month -5.92%, YTD 6.28%, 1-year 23.91%, 3-year 22.00%, 5-year 13.79%, 10-year 17.52%.

JGMAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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