JGYIX Mutual Fund

JGYIX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
+2.07%
3 Months
+6.93%
6 Months
+15.23%
YTD
+19.54%
1 Year
+31.02%
3 Years (annualized)
+20.42%
5 Years (annualized)
+13.50%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGYIX 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)
+19.54%
Peer Avg (YTD)
+11.41%
vs Peers
+8.13%

JGYIX Mutual Fund Performance

JGYIX performance across multiple time periods: 1-month 2.07%, YTD 19.54%, 1-year 31.02%, 3-year 20.42%, 5-year 13.50%, 10-year 10.08%.

JGYIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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