JAAGX Mutual Fund

NAV$85.07

Returns Overview

1 Month
+2.56%
3 Months
+16.17%
6 Months
+9.33%
YTD
+9.12%
1 Year
+14.00%
3 Years (annualized)
+12.45%
5 Years (annualized)
+7.58%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAGX 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
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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)
+9.12%
Peer Avg (YTD)
+10.82%
vs Peers
-1.70%

JAAGX Mutual Fund Performance

JAAGX performance across multiple time periods: 1-month 2.56%, YTD 9.12%, 1-year 14.00%, 3-year 12.45%, 5-year 7.58%, 10-year 13.18%.

JAAGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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