JGERX Mutual Fund

JGERX Mutual Fund

NAV$14.10
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Returns Overview

1 Month
+2.31%
3 Months
+2.92%
6 Months
+2.92%
YTD
+6.68%
1 Year
+16.27%
3 Years (annualized)
+12.58%
5 Years (annualized)
+7.91%
10 Years (annualized)
+9.61%

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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+11.41%
vs Peers
-4.74%

JGERX Mutual Fund Performance

JGERX performance across multiple time periods: 1-month 2.31%, YTD 6.68%, 1-year 16.27%, 3-year 12.58%, 5-year 7.91%, 10-year 9.61%.

JGERX returns trail the peer average of 11.41% 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.