JAGYX Mutual Fund

JAGYX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+0.18%
3 Months
+7.36%
6 Months
+13.89%
YTD
+18.59%
1 Year
+27.80%
3 Years (annualized)
+15.16%
5 Years (annualized)
+11.95%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGYX 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)
+18.59%
Peer Avg (YTD)
+9.54%
vs Peers
+9.05%

JAGYX Mutual Fund Performance

JAGYX performance across multiple time periods: 1-month 0.18%, YTD 18.59%, 1-year 27.80%, 3-year 15.16%, 5-year 11.95%, 10-year 11.08%.

JAGYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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