JSGAX Mutual Fund

JSGAX Mutual Fund

NAV$30.25
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Returns Overview

1 Month
-5.47%
3 Months
-0.95%
6 Months
+0.69%
YTD
+0.21%
1 Year
+7.77%
3 Years (annualized)
+19.72%
5 Years (annualized)
+11.72%
10 Years (annualized)
+16.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGAX 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
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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)
+0.21%
Peer Avg (YTD)
+6.23%
vs Peers
-6.03%

JSGAX Mutual Fund Performance

JSGAX performance across multiple time periods: 1-month -5.47%, YTD 0.21%, 1-year 7.77%, 3-year 19.72%, 5-year 11.72%, 10-year 16.80%.

JSGAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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