JAGWX Mutual Fund

JAGWX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
+0.18%
3 Months
+7.37%
6 Months
+14.01%
YTD
+18.78%
1 Year
+28.07%
3 Years (annualized)
+15.43%
5 Years (annualized)
+12.23%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGWX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+9.54%
vs Peers
+9.24%

JAGWX Mutual Fund Performance

JAGWX performance across multiple time periods: 1-month 0.18%, YTD 18.78%, 1-year 28.07%, 3-year 15.43%, 5-year 12.23%, 10-year 11.36%.

JAGWX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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