JGCAX Mutual Fund

JGCAX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
+2.01%
3 Months
+1.29%
6 Months
+7.07%
YTD
+9.99%
1 Year
+16.47%
3 Years (annualized)
+15.29%
5 Years (annualized)
+6.11%
10 Years (annualized)
+8.27%

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)
+9.99%
Peer Avg (YTD)
+6.69%
vs Peers
+3.29%

JGCAX Mutual Fund Performance

JGCAX performance across multiple time periods: 1-month 2.01%, YTD 9.99%, 1-year 16.47%, 3-year 15.29%, 5-year 6.11%, 10-year 8.27%.

JGCAX returns outperform the peer average of 6.69% 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.