JGYIX Mutual Fund

JGYIX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
+0.23%
3 Months
+11.63%
6 Months
+17.87%
YTD
+17.12%
1 Year
+28.06%
3 Years (annualized)
+19.96%
5 Years (annualized)
+12.83%
10 Years (annualized)
+9.85%

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
PROUpgrade to run
🏦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)
+17.12%
Peer Avg (YTD)
+9.49%
vs Peers
+7.63%

JGYIX Mutual Fund Performance

JGYIX performance across multiple time periods: 1-month 0.23%, YTD 17.12%, 1-year 28.06%, 3-year 19.96%, 5-year 12.83%, 10-year 9.85%.

JGYIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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