JGTUX Mutual Fund

JGTUX Mutual Fund

NAV$42.36
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Returns Overview

1 Month
-6.16%
3 Months
-2.24%
6 Months
+0.78%
YTD
-0.81%
1 Year
+4.51%
3 Years (annualized)
+16.97%
5 Years (annualized)
+9.59%
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
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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.81%
Peer Avg (YTD)
+8.62%
vs Peers
-9.43%

JGTUX Mutual Fund Performance

JGTUX performance across multiple time periods: 1-month -6.16%, YTD -0.81%, 1-year 4.51%, 3-year 16.97%, 5-year 9.59%, 10-year 17.53%.

JGTUX returns trail the peer average of 8.62% 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.