JGYAX Mutual Fund

JGYAX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
+2.08%
3 Months
+6.91%
6 Months
+15.10%
YTD
+19.35%
1 Year
+30.70%
3 Years (annualized)
+20.11%
5 Years (annualized)
+13.22%
10 Years (annualized)
+9.81%

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)
+19.35%
Peer Avg (YTD)
+11.41%
vs Peers
+7.93%

JGYAX Mutual Fund Performance

JGYAX performance across multiple time periods: 1-month 2.08%, YTD 19.35%, 1-year 30.70%, 3-year 20.11%, 5-year 13.22%, 10-year 9.81%.

JGYAX returns outperform the peer average of 11.41% 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.