JSGBX Mutual Fund

JSGBX Mutual Fund

NAV$31.61
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Returns Overview

1 Month
-5.45%
3 Months
-0.84%
6 Months
+0.86%
YTD
+0.43%
1 Year
+8.20%
3 Years (annualized)
+16.58%
5 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGBX 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)
+0.43%
Peer Avg (YTD)
+6.23%
vs Peers
-5.81%

JSGBX Mutual Fund Performance

JSGBX performance across multiple time periods: 1-month -5.45%, YTD 0.43%, 1-year 8.20%, 3-year 16.58%, 5-year 7.80%.

JSGBX returns trail the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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