JGRCX Mutual Fund

JGRCX Mutual Fund

NAV$121.14
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Returns Overview

1 Month
-1.62%
3 Months
+5.61%
6 Months
+7.23%
YTD
+6.88%
1 Year
+9.67%
3 Years (annualized)
+9.75%
5 Years (annualized)
+5.63%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+9.54%
vs Peers
-2.66%

JGRCX Mutual Fund Performance

JGRCX performance across multiple time periods: 1-month -1.62%, YTD 6.88%, 1-year 9.67%, 3-year 9.75%, 5-year 5.63%, 10-year 11.37%.

JGRCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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