JGTUX Mutual Fund

JGTUX Mutual Fund

NAV$43.63
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Returns Overview

1 Month
+2.20%
3 Months
-5.60%
6 Months
+5.82%
YTD
+1.36%
1 Year
+6.02%
3 Years (annualized)
+18.17%
5 Years (annualized)
+8.91%
10 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGTUX 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
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📉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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+9.59%
vs Peers
-8.23%

JGTUX Mutual Fund Performance

JGTUX performance across multiple time periods: 1-month 2.20%, YTD 1.36%, 1-year 6.02%, 3-year 18.17%, 5-year 8.91%, 10-year 17.53%.

JGTUX returns trail the peer average of 9.59% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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