JIAGX Mutual Fund

JIAGX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+0.10%
3 Months
-1.05%
6 Months
+0.46%
YTD
+3.28%
1 Year
+5.03%
3 Years (annualized)
+11.05%
5 Years (annualized)
+4.55%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIAGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+5.30%
vs Peers
-2.02%

JIAGX Mutual Fund Performance

JIAGX performance across multiple time periods: 1-month 0.10%, YTD 3.28%, 1-year 5.03%, 3-year 11.05%, 5-year 4.55%, 10-year 4.36%.

JIAGX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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