JMGRX Mutual Fund

NAV$154.40

Returns Overview

1 Month
-0.28%
3 Months
+6.49%
6 Months
+5.59%
YTD
+7.87%
1 Year
+14.01%
3 Years (annualized)
+14.97%
5 Years (annualized)
+11.04%
10 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMGRX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+10.82%
vs Peers
-2.94%

JMGRX Mutual Fund Performance

JMGRX performance across multiple time periods: 1-month -0.28%, YTD 7.87%, 1-year 14.01%, 3-year 14.97%, 5-year 11.04%, 10-year 14.42%.

JMGRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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