JMCCX Mutual Fund

NAV$63.77

Returns Overview

1 Month
+4.49%
3 Months
+11.33%
6 Months
+10.80%
YTD
+9.76%
1 Year
+14.01%
3 Years (annualized)
+12.03%
5 Years (annualized)
+7.82%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+10.82%
vs Peers
-1.06%

JMCCX Mutual Fund Performance

JMCCX performance across multiple time periods: 1-month 4.49%, YTD 9.76%, 1-year 14.01%, 3-year 12.03%, 5-year 7.82%, 10-year 13.07%.

JMCCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

JMCCX performance comparison shows side-by-side returns with another fund. JMCCX alternatives are available in the Mutual Fund Screener.