JAGRX Mutual Fund

NAV$59.54

Returns Overview

1 Month
-0.13%
3 Months
+20.82%
6 Months
+7.94%
YTD
+7.95%
1 Year
+17.30%
3 Years (annualized)
+24.30%
5 Years (annualized)
+17.48%
10 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGRX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+8.97%
vs Peers
-1.02%

JAGRX Mutual Fund Performance

JAGRX performance across multiple time periods: 1-month -0.13%, YTD 7.95%, 1-year 17.30%, 3-year 24.30%, 5-year 17.48%, 10-year 19.10%.

JAGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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