JAGCX Mutual Fund

JAGCX Mutual Fund

NAV$67.08
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Returns Overview

1 Month
+4.20%
3 Months
-2.88%
6 Months
+25.57%
YTD
+24.93%
1 Year
+32.94%
3 Years (annualized)
+30.72%
5 Years (annualized)
+13.69%
10 Years (annualized)
+21.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGCX 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
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🏦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
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+24.93%
Peer Avg (YTD)
+14.35%
vs Peers
+10.58%

JAGCX Mutual Fund Performance

JAGCX performance across multiple time periods: 1-month 4.20%, YTD 24.93%, 1-year 32.94%, 3-year 30.72%, 5-year 13.69%, 10-year 21.53%.

JAGCX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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