JMGMX Mutual Fund

JMGMX Mutual Fund

NAV$52.86
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Returns Overview

1 Month
+0.76%
3 Months
-3.17%
6 Months
+2.37%
YTD
+2.86%
1 Year
+1.90%
3 Years (annualized)
+11.08%
5 Years (annualized)
+4.51%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGMX 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 Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+9.89%
vs Peers
-7.03%

JMGMX Mutual Fund Performance

JMGMX performance across multiple time periods: 1-month 0.76%, YTD 2.86%, 1-year 1.90%, 3-year 11.08%, 5-year 4.51%, 10-year 13.49%.

JMGMX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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