JAGJX Mutual Fund

JAGJX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
+0.41%
3 Months
+0.67%
6 Months
+1.46%
YTD
+2.35%
1 Year
+3.07%
3 Years (annualized)
+4.34%
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
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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
ICE Bank of America Merrill Lynch 6 Month Treasury Bill Index(^IBML6MTB)
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+1.93%
vs Peers
+0.42%

JAGJX Mutual Fund Performance

JAGJX performance across multiple time periods: 1-month 0.41%, YTD 2.35%, 1-year 3.07%, 3-year 4.34%, 5-year 2.82%, 10-year 2.06%.

JAGJX returns outperform the peer average of 1.93% 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.