JGIRX Mutual Fund

JGIRX Mutual Fund

NAV$68.79
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Returns Overview

1 Month
-2.42%
3 Months
+16.44%
6 Months
+6.57%
YTD
+6.67%
1 Year
+20.91%
3 Years (annualized)
+23.43%
5 Years (annualized)
+14.66%
10 Years (annualized)
+17.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGIRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+8.97%
vs Peers
-2.30%

JGIRX Mutual Fund Performance

JGIRX performance across multiple time periods: 1-month -2.42%, YTD 6.67%, 1-year 20.91%, 3-year 23.43%, 5-year 14.66%, 10-year 17.84%.

JGIRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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