JRGRX Mutual Fund

JRGRX Mutual Fund

NAV$34.09
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Returns Overview

1 Month
+3.99%
3 Months
-2.40%
6 Months
+8.69%
YTD
+16.87%
1 Year
+28.40%
3 Years (annualized)
+27.94%
5 Years (annualized)
+6.73%
10 Years (annualized)
+11.21%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.87%
Peer Avg (YTD)
+9.56%
vs Peers
+7.31%

JRGRX Mutual Fund Performance

JRGRX performance across multiple time periods: 1-month 3.99%, YTD 16.87%, 1-year 28.40%, 3-year 27.94%, 5-year 6.73%, 10-year 11.21%.

JRGRX returns outperform the peer average of 9.56% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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