JGQIX Mutual Fund

JGQIX Mutual Fund

NAV$20.08
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.46%
3 Months
+17.25%
6 Months
+5.91%
YTD
+5.68%
1 Year
+9.50%
3 Years (annualized)
+9.81%
5 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGQIX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+10.82%
vs Peers
-5.13%

JGQIX Mutual Fund Performance

JGQIX performance across multiple time periods: 1-month 3.46%, YTD 5.68%, 1-year 9.50%, 3-year 9.81%, 5-year 6.86%.

JGQIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

JGQIX performance comparison shows side-by-side returns with another fund. JGQIX alternatives are available in the Mutual Fund Screener.