JGRRX Mutual Fund

JGRRX Mutual Fund

NAV$22.27
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Returns Overview

1 Month
+1.65%
3 Months
-3.32%
6 Months
+14.92%
YTD
+11.88%
1 Year
+21.17%
3 Years (annualized)
+24.03%
5 Years (annualized)
+10.78%
10 Years (annualized)
+16.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRRX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+8.51%
vs Peers
+3.37%

JGRRX Mutual Fund Performance

JGRRX performance across multiple time periods: 1-month 1.65%, YTD 11.88%, 1-year 21.17%, 3-year 24.03%, 5-year 10.78%, 10-year 16.20%.

JGRRX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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