JAGJX Mutual Fund

JAGJX Mutual Fund

NAV$11.63
See how much of JAGJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+0.78%
6 Months
+1.40%
YTD
+1.67%
1 Year
+3.51%
3 Years (annualized)
+4.43%
5 Years (annualized)
+2.82%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGJX 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
ICE Bank of America Merrill Lynch 6 Month Treasury Bill Index(^IBML6MTB)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+0.12%
vs Peers
+1.55%

JAGJX Mutual Fund Performance

JAGJX performance across multiple time periods: 1-month 0.26%, YTD 1.67%, 1-year 3.51%, 3-year 4.43%, 5-year 2.82%, 10-year 2.06%.

JAGJX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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