JOGEX Mutual Fund

JOGEX Mutual Fund

NAV$11.75
See how much of JOGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+3.25%
6 Months
+4.45%
YTD
+2.09%
1 Year
+27.68%
3 Years (annualized)
+13.68%
5 Years (annualized)
+8.88%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOGEX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+11.17%
vs Peers
-9.09%

JOGEX Mutual Fund Performance

JOGEX performance across multiple time periods: 1-month 0.26%, YTD 2.09%, 1-year 27.68%, 3-year 13.68%, 5-year 8.88%, 10-year 8.02%.

JOGEX returns trail the peer average of 11.17% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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