JGRTX Mutual Fund

JGRTX Mutual Fund

NAV$144.16
See how much of JGRTX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.56%
3 Months
+5.78%
6 Months
+7.52%
YTD
+7.20%
1 Year
+10.26%
3 Years (annualized)
+10.31%
5 Years (annualized)
+6.15%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+9.54%
vs Peers
-2.34%

JGRTX Mutual Fund Performance

JGRTX performance across multiple time periods: 1-month -1.56%, YTD 7.20%, 1-year 10.26%, 3-year 10.31%, 5-year 6.15%, 10-year 11.95%.

JGRTX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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