JGYAX Mutual Fund

JGYAX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
+0.54%
3 Months
+2.82%
6 Months
+9.15%
YTD
+20.00%
1 Year
+27.03%
3 Years (annualized)
+21.24%
5 Years (annualized)
+12.97%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGYAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+20.00%
Peer Avg (YTD)
+12.44%
vs Peers
+7.56%

JGYAX Mutual Fund Performance

JGYAX performance across multiple time periods: 1-month 0.54%, YTD 20.00%, 1-year 27.03%, 3-year 21.24%, 5-year 12.97%, 10-year 10.06%.

JGYAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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