JGVRX Mutual Fund

JGVRX Mutual Fund

NAV$44.36
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Returns Overview

1 Month
-6.16%
3 Months
-2.23%
6 Months
+0.86%
YTD
-0.76%
1 Year
+4.65%
3 Years (annualized)
+17.13%
5 Years (annualized)
+9.75%
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)
-0.76%
Peer Avg (YTD)
+8.62%
vs Peers
-9.38%

JGVRX Mutual Fund Performance

JGVRX performance across multiple time periods: 1-month -6.16%, YTD -0.76%, 1-year 4.65%, 3-year 17.13%, 5-year 9.75%, 10-year 17.72%.

JGVRX returns trail the peer average of 8.62% 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.