JGQYX Mutual Fund

JGQYX Mutual Fund

NAV$19.23
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Returns Overview

1 Month
+1.03%
3 Months
+2.47%
6 Months
+6.03%
YTD
+4.66%
1 Year
+8.44%
3 Years (annualized)
+9.99%
5 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGQYX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+9.89%
vs Peers
-5.23%

JGQYX Mutual Fund Performance

JGQYX performance across multiple time periods: 1-month 1.03%, YTD 4.66%, 1-year 8.44%, 3-year 9.99%, 5-year 5.65%.

JGQYX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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