JADGX Mutual Fund

JADGX Mutual Fund

NAV$80.31
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Returns Overview

1 Month
-0.83%
3 Months
+0.84%
6 Months
+17.06%
YTD
+11.22%
1 Year
+29.06%
3 Years (annualized)
+30.47%
5 Years (annualized)
+20.15%
10 Years (annualized)
+21.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+9.98%
vs Peers
+1.24%

JADGX Mutual Fund Performance

JADGX performance across multiple time periods: 1-month -0.83%, YTD 11.22%, 1-year 29.06%, 3-year 30.47%, 5-year 20.15%, 10-year 21.41%.

JADGX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

JADGX vs another fund shows side-by-side returns. JADGX alternatives are available in the Mutual Fund Screener.