JGSVX Mutual Fund

JGSVX Mutual Fund

NAV$24.09
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Returns Overview

1 Month
-1.42%
3 Months
-8.73%
6 Months
-2.85%
YTD
+8.55%
1 Year
+5.84%
3 Years (annualized)
+17.40%
5 Years (annualized)
-0.72%
10 Years (annualized)
+11.88%

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)
+8.55%
Peer Avg (YTD)
+12.21%
vs Peers
-3.66%

JGSVX Mutual Fund Performance

JGSVX performance across multiple time periods: 1-month -1.42%, YTD 8.55%, 1-year 5.84%, 3-year 17.40%, 5-year -0.72%, 10-year 11.88%.

JGSVX returns trail the peer average of 12.21% 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.