JGRUX Mutual Fund

JGRUX Mutual Fund

NAV$104.19
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Returns Overview

1 Month
+3.04%
3 Months
+7.04%
6 Months
+11.11%
YTD
+16.00%
1 Year
+25.58%
3 Years (annualized)
+15.66%
5 Years (annualized)
+11.47%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRUX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.00%
Peer Avg (YTD)
+11.41%
vs Peers
+4.59%

JGRUX Mutual Fund Performance

JGRUX performance across multiple time periods: 1-month 3.04%, YTD 16.00%, 1-year 25.58%, 3-year 15.66%, 5-year 11.47%, 10-year 12.51%.

JGRUX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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