JAGLX Mutual Fund

NAV$89.40
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Returns Overview

1 Month
+8.14%
3 Months
+12.76%
6 Months
+8.53%
YTD
+8.47%
1 Year
+39.33%
3 Years (annualized)
+13.34%
5 Years (annualized)
+8.40%
10 Years (annualized)
+11.90%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+7.57%
vs Peers
+0.90%

JAGLX Mutual Fund Performance

JAGLX performance across multiple time periods: 1-month 8.14%, YTD 8.47%, 1-year 39.33%, 3-year 13.34%, 5-year 8.40%, 10-year 11.90%.

JAGLX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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