JGMIX Mutual Fund

JGMIX Mutual Fund

NAV$25.48
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Returns Overview

1 Month
-5.95%
3 Months
-9.01%
6 Months
+8.44%
YTD
+6.26%
1 Year
+11.80%
3 Years (annualized)
+12.45%
5 Years (annualized)
+3.50%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGMIX 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)
+6.26%
Peer Avg (YTD)
+10.34%
vs Peers
-4.08%

JGMIX Mutual Fund Performance

JGMIX performance across multiple time periods: 1-month -5.95%, YTD 6.26%, 1-year 11.80%, 3-year 12.45%, 5-year 3.50%, 10-year 9.57%.

JGMIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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