JGSVX Mutual Fund

JGSVX Mutual Fund

NAV$24.31
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Returns Overview

1 Month
-1.58%
3 Months
-2.10%
6 Months
+13.06%
YTD
+18.44%
1 Year
+23.90%
3 Years (annualized)
+13.26%
5 Years (annualized)
+1.02%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGSVX 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)
+18.44%
Peer Avg (YTD)
+15.20%
vs Peers
+3.24%

JGSVX Mutual Fund Performance

JGSVX performance across multiple time periods: 1-month -1.58%, YTD 18.44%, 1-year 23.90%, 3-year 13.26%, 5-year 1.02%, 10-year 12.57%.

JGSVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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