JMGPX Mutual Fund

JMGPX Mutual Fund

NAV$48.36
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Returns Overview

1 Month
-1.62%
3 Months
-8.88%
6 Months
+7.15%
YTD
-0.25%
1 Year
-2.25%
3 Years (annualized)
+10.53%
5 Years (annualized)
+2.23%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGPX 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)
-0.25%
Peer Avg (YTD)
+6.72%
vs Peers
-6.97%

JMGPX Mutual Fund Performance

JMGPX performance across multiple time periods: 1-month -1.62%, YTD -0.25%, 1-year -2.25%, 3-year 10.53%, 5-year 2.23%, 10-year 11.83%.

JMGPX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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