JAGLX Mutual Fund

JAGLX Mutual Fund

NAV$92.79
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Returns Overview

1 Month
+6.91%
3 Months
+6.41%
6 Months
+17.36%
YTD
+14.94%
1 Year
+25.49%
3 Years (annualized)
+19.68%
5 Years (annualized)
+8.89%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGLX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+12.41%
vs Peers
+2.53%

JAGLX Mutual Fund Performance

JAGLX performance across multiple time periods: 1-month 6.91%, YTD 14.94%, 1-year 25.49%, 3-year 19.68%, 5-year 8.89%, 10-year 13.21%.

JAGLX returns outperform the peer average of 12.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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