JMCEX Mutual Fund

JMCEX Mutual Fund

NAV$64.73
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Returns Overview

1 Month
-5.24%
3 Months
-5.79%
6 Months
+4.93%
YTD
+3.52%
1 Year
+4.01%
3 Years (annualized)
+12.24%
5 Years (annualized)
+5.34%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCEX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+6.72%
vs Peers
-3.20%

JMCEX Mutual Fund Performance

JMCEX performance across multiple time periods: 1-month -5.24%, YTD 3.52%, 1-year 4.01%, 3-year 12.24%, 5-year 5.34%, 10-year 10.48%.

JMCEX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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