JGERX Mutual Fund

JGERX Mutual Fund

NAV$13.63
See how much of JGERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.82%
3 Months
+4.95%
6 Months
+1.01%
YTD
+8.62%
1 Year
+14.88%
3 Years (annualized)
+14.01%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGERX 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)
+8.62%
Peer Avg (YTD)
+12.44%
vs Peers
-3.82%

JGERX Mutual Fund Performance

JGERX performance across multiple time periods: 1-month 1.82%, YTD 8.62%, 1-year 14.88%, 3-year 14.01%, 5-year 7.73%, 10-year 9.64%.

JGERX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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