JGVRX Mutual Fund

NAV$45.47

Returns Overview

1 Month
-1.53%
3 Months
+15.57%
6 Months
+5.64%
YTD
+5.77%
1 Year
+14.59%
3 Years (annualized)
+20.86%
5 Years (annualized)
+14.36%
10 Years (annualized)
+22.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+9.57%
vs Peers
-3.81%

JGVRX Mutual Fund Performance

JGVRX performance across multiple time periods: 1-month -1.53%, YTD 5.77%, 1-year 14.59%, 3-year 20.86%, 5-year 14.36%, 10-year 22.99%.

JGVRX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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