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James Micro Cap (JMCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.46+0.09 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.83%
5-year average return7.63%
Number of years up9
Number of years down4
Best 1-yr total return (24 Apr 2024)47.26%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return47.26%
Worst 3-yr total return0.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMCRXCategory
YTD3.85%26.79%
1-month3.64%-1.77%
3-month3.85%4.45%
1-year29.99%71.02%
3-year8.88%9.35%
5-year9.95%12.17%
10-year7.74%9.95%
Last bull market49.49%28.07%
Last bear market-10.85%-24.24%

Annual total return (%) history

Year
JMCRXCategory
2024
N/AN/A
2023
31.72%N/A
2022
-17.30%N/A
2021
36.24%N/A
2020
-4.20%4.02%
2019
26.49%21.43%
2018
-16.56%-15.46%
2017
2.92%8.54%
2016
19.62%25.99%
2015
2.61%-6.71%
2014
6.39%3.34%
2013
47.26%36.22%
2012
9.84%16.00%
2011
-6.57%-4.45%
2010
N/A26.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.85%N/AN/AN/A
20235.23%5.75%1.09%17.09%
2022-10.75%-10.85%-5.23%9.67%
202119.42%3.88%-1.43%11.43%
2020-37.18%22.43%1.34%22.92%
201916.21%1.40%1.82%5.42%
2018-3.95%8.04%-1.06%-18.73%
2017-5.21%0.94%4.75%2.69%
2016-0.13%-0.27%8.18%11.01%
20153.74%-1.05%-5.03%5.25%
2014-0.64%1.81%-4.77%10.43%
201316.94%2.12%6.66%15.61%
201214.67%-5.18%-1.45%2.51%
20116.04%-3.09%-22.75%17.70%
201011.98%N/AN/AN/A

Rank in category (by total return)

YTD60
1-month81
3-month60
1-year7
3-year17
5-year52

Load adjusted returns

1-year29.99%
3-year8.88%
5-year9.95%
10-year7.74%