JMGIX Mutual Fund

JMGIX Mutual Fund

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Returns Overview

1 Month
+0.45%
3 Months
+0.81%
6 Months
+1.72%
YTD
+2.76%
1 Year
+3.22%
3 Years (annualized)
+4.76%
5 Years (annualized)
+3.04%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+0.72%
vs Peers
+2.04%

JMGIX Mutual Fund Performance

JMGIX performance across multiple time periods: 1-month 0.45%, YTD 2.76%, 1-year 3.22%, 3-year 4.76%, 5-year 3.04%, 10-year 2.28%.

JMGIX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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