JAGQX Mutual Fund

JAGQX Mutual Fund

NAV$7.36
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Returns Overview

1 Month
+6.69%
3 Months
+24.83%
6 Months
+18.20%
YTD
+17.25%
1 Year
+35.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGQX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+18.52%
vs Peers
-1.27%

JAGQX Mutual Fund Performance

JAGQX performance across multiple time periods: 1-month 6.69%, YTD 17.25%, 1-year 35.17%.

JAGQX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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