JGEFX Mutual Fund

JGEFX Mutual Fund

NAV$14.01
See how much of JGEFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.31%
3 Months
+3.08%
6 Months
+3.16%
YTD
+6.94%
1 Year
+16.74%
3 Years (annualized)
+13.00%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGEFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+11.41%
vs Peers
-4.48%

JGEFX Mutual Fund Performance

JGEFX performance across multiple time periods: 1-month 2.31%, YTD 6.94%, 1-year 16.74%, 3-year 13.00%, 5-year 8.33%, 10-year 10.01%.

JGEFX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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