JGVRX Mutual Fund

JGVRX Mutual Fund

NAV$40.50
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Returns Overview

1 Month
-6.06%
3 Months
-2.07%
6 Months
-4.26%
YTD
-2.81%
1 Year
-5.94%
3 Years (annualized)
+19.86%
5 Years (annualized)
+7.87%
10 Years (annualized)
+17.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGVRX 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)
-2.81%
Peer Avg (YTD)
+7.13%
vs Peers
-9.94%

JGVRX Mutual Fund Performance

JGVRX performance across multiple time periods: 1-month -6.06%, YTD -2.81%, 1-year -5.94%, 3-year 19.86%, 5-year 7.87%, 10-year 17.72%.

JGVRX returns trail the peer average of 7.13% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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