JGRQX Mutual Fund

JGRQX Mutual Fund

NAV$25.16
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Returns Overview

1 Month
+26.80%
3 Months
+17.34%
6 Months
+24.75%
YTD
+39.23%
1 Year
+35.60%
3 Years (annualized)
+27.18%
5 Years (annualized)
+3.99%
10 Years (annualized)
+12.12%

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
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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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+39.23%
Peer Avg (YTD)
+12.21%
vs Peers
+27.02%

JGRQX Mutual Fund Performance

JGRQX performance across multiple time periods: 1-month 26.80%, YTD 39.23%, 1-year 35.60%, 3-year 27.18%, 5-year 3.99%, 10-year 12.12%.

JGRQX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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