JAGYX Mutual Fund

JAGYX Mutual Fund

NAV$10.66
See how much of JAGYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.19%
3 Months
-0.53%
6 Months
+6.79%
YTD
+17.96%
1 Year
+22.08%
3 Years (annualized)
+20.36%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.96%
Peer Avg (YTD)
+15.62%
vs Peers
+2.34%

JAGYX Mutual Fund Performance

JAGYX performance across multiple time periods: 1-month 6.19%, YTD 17.96%, 1-year 22.08%, 3-year 20.36%, 5-year 11.95%, 10-year 11.08%.

JAGYX returns outperform the peer average of 15.62% 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.