JADGX Mutual Fund

JADGX Mutual Fund

NAV$81.29
See how much of JADGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+6.14%
6 Months
+8.66%
YTD
+10.35%
1 Year
+19.18%
3 Years (annualized)
+16.21%
5 Years (annualized)
+10.61%
10 Years (annualized)
+12.53%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+9.41%
vs Peers
+0.94%

JADGX Mutual Fund Performance

JADGX performance across multiple time periods: 1-month 0.26%, YTD 10.35%, 1-year 19.18%, 3-year 16.21%, 5-year 10.61%, 10-year 12.53%.

JADGX returns outperform the peer average of 9.41% 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.