JPGSX Mutual Fund

JPGSX Mutual Fund

NAV$71.29
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Returns Overview

1 Month
-2.44%
3 Months
+16.39%
6 Months
+6.48%
YTD
+6.59%
1 Year
+20.72%
3 Years (annualized)
+23.24%
5 Years (annualized)
+14.49%
10 Years (annualized)
+17.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPGSX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+8.97%
vs Peers
-2.38%

JPGSX Mutual Fund Performance

JPGSX performance across multiple time periods: 1-month -2.44%, YTD 6.59%, 1-year 20.72%, 3-year 23.24%, 5-year 14.49%, 10-year 17.66%.

JPGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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