JEGRX Mutual Fund

JEGRX Mutual Fund

NAV$19.43
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Returns Overview

1 Month
+12.92%
3 Months
+12.81%
6 Months
+19.17%
YTD
+24.59%
1 Year
+23.70%
3 Years (annualized)
+23.43%
5 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEGRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+24.59%
Peer Avg (YTD)
+8.01%
vs Peers
+16.59%

JEGRX Mutual Fund Performance

JEGRX performance across multiple time periods: 1-month 12.92%, YTD 24.59%, 1-year 23.70%, 3-year 23.43%, 5-year 8.89%.

JEGRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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