JAGYX Mutual Fund

JAGYX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
+4.67%
3 Months
+15.69%
6 Months
+19.64%
YTD
+18.37%
1 Year
+29.49%

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)
+18.37%
Peer Avg (YTD)
+10.82%
vs Peers
+7.56%

JAGYX Mutual Fund Performance

JAGYX performance across multiple time periods: 1-month 4.67%, YTD 18.37%, 1-year 29.49%.

JAGYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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