JGSVX Mutual Fund

JGSVX Mutual Fund

NAV$28.02
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Returns Overview

1 Month
-5.72%
3 Months
+6.45%
6 Months
+14.78%
YTD
+20.34%
1 Year
+29.25%
3 Years (annualized)
+11.94%
5 Years (annualized)
+1.49%
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)
+20.34%
Peer Avg (YTD)
+15.31%
vs Peers
+5.03%

JGSVX Mutual Fund Performance

JGSVX performance across multiple time periods: 1-month -5.72%, YTD 20.34%, 1-year 29.25%, 3-year 11.94%, 5-year 1.49%, 10-year 12.57%.

JGSVX returns outperform the peer average of 15.31% 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.