JEGRX Mutual Fund

JEGRX Mutual Fund

NAV$20.47
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Returns Overview

1 Month
+0.41%
3 Months
+5.64%
6 Months
+8.92%
YTD
+11.58%
1 Year
+12.95%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.99%

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)
+11.58%
Peer Avg (YTD)
+9.54%
vs Peers
+2.04%

JEGRX Mutual Fund Performance

JEGRX performance across multiple time periods: 1-month 0.41%, YTD 11.58%, 1-year 12.95%, 3-year 14.45%, 5-year 6.99%.

JEGRX returns outperform the peer average of 9.54% 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.