JGRJX Mutual Fund

NAV$38.90

Returns Overview

1 Month
-1.59%
3 Months
+15.39%
6 Months
+5.32%
YTD
+5.43%
1 Year
+13.86%
3 Years (annualized)
+22.13%
5 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+9.57%
vs Peers
-4.14%

JGRJX Mutual Fund Performance

JGRJX performance across multiple time periods: 1-month -1.59%, YTD 5.43%, 1-year 13.86%, 3-year 22.13%, 5-year 11.99%.

JGRJX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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