JGCAX Mutual Fund

JGCAX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
-1.72%
3 Months
+3.55%
6 Months
+5.83%
YTD
+7.82%
1 Year
+16.77%
3 Years (annualized)
+13.37%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGCAX 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
Global Growth Allocation Index
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+5.79%
vs Peers
+2.03%

JGCAX Mutual Fund Performance

JGCAX performance across multiple time periods: 1-month -1.72%, YTD 7.82%, 1-year 16.77%, 3-year 13.37%, 5-year 5.99%, 10-year 8.02%.

JGCAX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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