JGRTX Mutual Fund

JGRTX Mutual Fund

NAV$141.20
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Returns Overview

1 Month
+3.00%
3 Months
-2.18%
6 Months
+3.47%
YTD
+4.86%
1 Year
+14.62%
3 Years (annualized)
+23.36%
5 Years (annualized)
+14.98%
10 Years (annualized)
+19.55%

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
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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+8.01%
vs Peers
-3.15%

JGRTX Mutual Fund Performance

JGRTX performance across multiple time periods: 1-month 3.00%, YTD 4.86%, 1-year 14.62%, 3-year 23.36%, 5-year 14.98%, 10-year 19.55%.

JGRTX returns trail the peer average of 8.01% 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.