JGSRX Mutual Fund

JGSRX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
+0.54%
3 Months
+2.76%
6 Months
+9.14%
YTD
+19.88%
1 Year
+26.84%
3 Years (annualized)
+20.54%
5 Years (annualized)
+12.55%
10 Years (annualized)
+9.59%

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)
+19.88%
Peer Avg (YTD)
+12.44%
vs Peers
+7.44%

JGSRX Mutual Fund Performance

JGSRX performance across multiple time periods: 1-month 0.54%, YTD 19.88%, 1-year 26.84%, 3-year 20.54%, 5-year 12.55%, 10-year 9.59%.

JGSRX returns outperform the peer average of 12.44% 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.