JAGTX Mutual Fund

JAGTX Mutual Fund

NAV$85.46
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Returns Overview

1 Month
+3.90%
3 Months
+45.11%
6 Months
+34.89%
YTD
+34.01%
1 Year
+66.14%
3 Years (annualized)
+40.99%
5 Years (annualized)
+23.38%
10 Years (annualized)
+27.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+34.01%
Peer Avg (YTD)
+16.06%
vs Peers
+17.95%

JAGTX Mutual Fund Performance

JAGTX performance across multiple time periods: 1-month 3.90%, YTD 34.01%, 1-year 66.14%, 3-year 40.99%, 5-year 23.38%, 10-year 27.76%.

JAGTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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