JAGLX Mutual Fund

JAGLX Mutual Fund

NAV$90.26
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Returns Overview

1 Month
-0.42%
3 Months
+10.29%
6 Months
+7.24%
YTD
+8.01%
1 Year
+39.95%
3 Years (annualized)
+12.81%
5 Years (annualized)
+8.29%
10 Years (annualized)
+11.11%

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)
+8.01%
Peer Avg (YTD)
+6.74%
vs Peers
+1.27%

JAGLX Mutual Fund Performance

JAGLX performance across multiple time periods: 1-month -0.42%, YTD 8.01%, 1-year 39.95%, 3-year 12.81%, 5-year 8.29%, 10-year 11.11%.

JAGLX returns outperform the peer average of 6.74% 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.