JAGZX Mutual Fund

JAGZX Mutual Fund

NAV$15.30
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Returns Overview

1 Month
+8.82%
3 Months
+27.67%
6 Months
+28.09%
YTD
+26.84%
1 Year
+34.25%
3 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGZX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.84%
Peer Avg (YTD)
+18.52%
vs Peers
+8.31%

JAGZX Mutual Fund Performance

JAGZX performance across multiple time periods: 1-month 8.82%, YTD 26.84%, 1-year 34.25%, 3-year 10.23%.

JAGZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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