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(JMGPX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return6.06%
5-year average return11.20%
Number of years up5
Number of years down2
Best 1-yr total return (24 June 2024)47.77%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return47.77%
Worst 3-yr total return-0.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMGPXCategory
YTD4.12%10.80%
1-month0.36%4.43%
3-month-3.10%7.00%
1-year19.24%48.17%
3-year-0.29%21.26%
5-year11.92%20.18%
10-year10.93%14.07%
Last bull market30.98%27.14%
Last bear market-20.71%-21.26%

Annual total return (%) history

Year
JMGPXCategory
2024
N/AN/A
2023
22.73%N/A
2022
-27.32%N/A
2021
10.44%N/A
2020
47.77%39.26%
2019
39.23%32.52%
2018
-5.43%-6.65%
2017
29.05%23.91%
2016
N/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.10%N/AN/AN/A
20237.60%6.72%-5.47%13.06%
2022-11.87%-20.71%-1.82%5.93%
20211.22%7.12%-1.64%3.55%
2020-15.67%32.33%10.02%20.36%
201921.30%6.47%-2.26%10.29%
20183.55%2.23%7.69%-17.04%
20178.45%6.41%5.90%5.60%
2016-0.93%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month90
3-month74
1-year52
3-year49
5-year23

Load adjusted returns

1-year19.24%
3-year-0.29%
5-year11.92%
10-year10.93%