JAGZX Mutual Fund

JAGZX Mutual Fund

NAV$14.49
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Returns Overview

1 Month
-0.47%
3 Months
+4.34%
6 Months
+14.52%
YTD
+21.61%
1 Year
+23.39%
3 Years (annualized)
+7.93%
5 Years (annualized)
+7.14%
10 Years (annualized)
+7.19%

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)
+21.61%
Peer Avg (YTD)
+15.20%
vs Peers
+6.42%

JAGZX Mutual Fund Performance

JAGZX performance across multiple time periods: 1-month -0.47%, YTD 21.61%, 1-year 23.39%, 3-year 7.93%, 5-year 7.14%, 10-year 7.19%.

JAGZX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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