JMGQX Mutual Fund

NAV$51.27

Returns Overview

1 Month
+4.46%
3 Months
+17.66%
6 Months
+10.83%
YTD
+9.60%
1 Year
+12.25%
3 Years (annualized)
+13.70%
5 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+10.82%
vs Peers
-1.21%

JMGQX Mutual Fund Performance

JMGQX performance across multiple time periods: 1-month 4.46%, YTD 9.60%, 1-year 12.25%, 3-year 13.70%, 5-year 6.52%.

JMGQX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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