JSMGX Mutual Fund

JSMGX Mutual Fund

NAV$28.75
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Returns Overview

1 Month
-5.93%
3 Months
-8.94%
6 Months
+8.67%
YTD
+6.57%
1 Year
+12.25%
3 Years (annualized)
+12.90%
5 Years (annualized)
+3.91%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSMGX 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)
+6.57%
Peer Avg (YTD)
+10.34%
vs Peers
-3.77%

JSMGX Mutual Fund Performance

JSMGX performance across multiple time periods: 1-month -5.93%, YTD 6.57%, 1-year 12.25%, 3-year 12.90%, 5-year 3.91%, 10-year 10.01%.

JSMGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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