JAWGX Mutual Fund

JAWGX Mutual Fund

NAV$82.77
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Returns Overview

1 Month
-0.16%
3 Months
+5.06%
6 Months
+7.15%
YTD
+8.80%
1 Year
+15.54%
3 Years (annualized)
+19.89%
5 Years (annualized)
+11.62%
10 Years (annualized)
+13.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAWGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+6.23%
vs Peers
+2.56%

JAWGX Mutual Fund Performance

JAWGX performance across multiple time periods: 1-month -0.16%, YTD 8.80%, 1-year 15.54%, 3-year 19.89%, 5-year 11.62%, 10-year 13.67%.

JAWGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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