JGCGX Mutual Fund

JGCGX Mutual Fund

NAV$8.47
See how much of JGCGX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
+0.33%
6 Months
+0.82%
YTD
+1.02%
1 Year
+3.82%
3 Years (annualized)
+6.25%
5 Years (annualized)
+2.13%
10 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGCGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

JGCGX Mutual Fund Performance

JGCGX performance across multiple time periods: 1-month -0.05%, YTD 1.02%, 1-year 3.82%, 3-year 6.25%, 5-year 2.13%, 10-year 3.13%.

JGCGX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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