JAGKX Mutual Fund

JAGKX Mutual Fund

NAV$75.06
See how much of JAGKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
+1.36%
6 Months
+5.46%
YTD
+11.06%
1 Year
+11.54%
3 Years (annualized)
+22.77%
5 Years (annualized)
+12.27%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGKX 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)
+11.06%
Peer Avg (YTD)
+17.72%
vs Peers
-6.66%

JAGKX Mutual Fund Performance

JAGKX performance across multiple time periods: 1-month -0.91%, YTD 11.06%, 1-year 11.54%, 3-year 22.77%, 5-year 12.27%, 10-year 14.50%.

JAGKX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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