JAGRX Mutual Fund

JAGRX Mutual Fund

NAV$61.29
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Returns Overview

1 Month
+2.80%
3 Months
-2.58%
6 Months
+27.59%
YTD
+5.29%
1 Year
+10.34%
3 Years (annualized)
+32.35%
5 Years (annualized)
+21.65%
10 Years (annualized)
+23.02%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+8.51%
vs Peers
-3.22%

JAGRX Mutual Fund Performance

JAGRX performance across multiple time periods: 1-month 2.80%, YTD 5.29%, 1-year 10.34%, 3-year 32.35%, 5-year 21.65%, 10-year 23.02%.

JAGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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