JGETX Mutual Fund

JGETX Mutual Fund

NAV$14.07
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Returns Overview

1 Month
+2.89%
3 Months
+1.31%
6 Months
+4.36%
YTD
+8.26%
1 Year
+13.41%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGETX 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)
+8.26%
Peer Avg (YTD)
+12.44%
vs Peers
-4.17%

JGETX Mutual Fund Performance

JGETX performance across multiple time periods: 1-month 2.89%, YTD 8.26%, 1-year 13.41%, 3-year 15.86%, 5-year 8.05%, 10-year 10.20%.

JGETX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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