JOGIX Mutual Fund

NAV$11.81

Returns Overview

1 Month
+0.26%
3 Months
+3.33%
6 Months
+4.52%
YTD
+2.17%
1 Year
+27.80%
3 Years (annualized)
+13.80%
5 Years (annualized)
+8.97%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOGIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+11.17%
vs Peers
-9.01%

JOGIX Mutual Fund Performance

JOGIX performance across multiple time periods: 1-month 0.26%, YTD 2.17%, 1-year 27.80%, 3-year 13.80%, 5-year 8.97%, 10-year 8.11%.

JOGIX returns trail the peer average of 11.17% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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