JGRQX Mutual Fund

NAV$22.03

Returns Overview

1 Month
+5.48%
3 Months
+28.54%
6 Months
+27.44%
YTD
+25.93%
1 Year
+39.12%
3 Years (annualized)
+15.24%
5 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRQX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.93%
Peer Avg (YTD)
+18.52%
vs Peers
+7.41%

JGRQX Mutual Fund Performance

JGRQX performance across multiple time periods: 1-month 5.48%, YTD 25.93%, 1-year 39.12%, 3-year 15.24%, 5-year 4.55%.

JGRQX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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