JGSMX Mutual Fund

NAV$28.11

Returns Overview

1 Month
+5.47%
3 Months
+28.69%
6 Months
+27.71%
YTD
+26.20%
1 Year
+39.77%
3 Years (annualized)
+15.81%
5 Years (annualized)
+4.59%
10 Years (annualized)
+17.53%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.20%
Peer Avg (YTD)
+18.52%
vs Peers
+7.67%

JGSMX Mutual Fund Performance

JGSMX performance across multiple time periods: 1-month 5.47%, YTD 26.20%, 1-year 39.77%, 3-year 15.81%, 5-year 4.59%, 10-year 17.53%.

JGSMX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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