JMGRX Mutual Fund

JMGRX Mutual Fund

NAV$149.37
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Returns Overview

1 Month
-5.75%
3 Months
-6.43%
6 Months
+8.75%
YTD
+2.10%
1 Year
+4.05%
3 Years (annualized)
+12.21%
5 Years (annualized)
+6.53%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGRX 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)
+2.10%
Peer Avg (YTD)
+6.72%
vs Peers
-4.63%

JMGRX Mutual Fund Performance

JMGRX performance across multiple time periods: 1-month -5.75%, YTD 2.10%, 1-year 4.05%, 3-year 12.21%, 5-year 6.53%, 10-year 12.39%.

JMGRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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