JRGRX Mutual Fund

NAV$34.85

Returns Overview

1 Month
+8.75%
3 Months
+16.29%
6 Months
+17.33%
YTD
+17.09%
1 Year
+30.15%
3 Years (annualized)
+27.46%
5 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRGRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+8.61%
vs Peers
+8.48%

JRGRX Mutual Fund Performance

JRGRX performance across multiple time periods: 1-month 8.75%, YTD 17.09%, 1-year 30.15%, 3-year 27.46%, 5-year 8.94%.

JRGRX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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