JGSRX Mutual Fund

JGSRX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
+1.99%
3 Months
+6.80%
6 Months
+15.03%
YTD
+19.23%
1 Year
+30.48%
3 Years (annualized)
+19.98%
5 Years (annualized)
+13.08%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGSRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+19.23%
Peer Avg (YTD)
+11.41%
vs Peers
+7.82%

JGSRX Mutual Fund Performance

JGSRX performance across multiple time periods: 1-month 1.99%, YTD 19.23%, 1-year 30.48%, 3-year 19.98%, 5-year 13.08%, 10-year 9.67%.

JGSRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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