JMCGX Mutual Fund

NAV$28.06

Returns Overview

1 Month
-1.65%
3 Months
+14.24%
6 Months
+0.35%
YTD
+0.73%
1 Year
+42.80%
3 Years (annualized)
+10.70%
5 Years (annualized)
-4.71%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMCGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Microcap Total Return Index
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+18.52%
vs Peers
-17.79%

JMCGX Mutual Fund Performance

JMCGX performance across multiple time periods: 1-month -1.65%, YTD 0.73%, 1-year 42.80%, 3-year 10.70%, 5-year -4.71%, 10-year 14.52%.

JMCGX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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