JGSMX Mutual Fund

JGSMX Mutual Fund

NAV$27.41
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Returns Overview

1 Month
-5.71%
3 Months
+6.45%
6 Months
+14.80%
YTD
+20.42%
1 Year
+29.41%
3 Years (annualized)
+12.05%
5 Years (annualized)
+1.59%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGSMX 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)
+20.42%
Peer Avg (YTD)
+15.31%
vs Peers
+5.11%

JGSMX Mutual Fund Performance

JGSMX performance across multiple time periods: 1-month -5.71%, YTD 20.42%, 1-year 29.41%, 3-year 12.05%, 5-year 1.59%, 10-year 12.68%.

JGSMX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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