JSGBX Mutual Fund

JSGBX Mutual Fund

NAV$32.88
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Returns Overview

1 Month
+3.14%
3 Months
-3.52%
6 Months
+8.70%
YTD
+3.58%
1 Year
+10.52%
3 Years (annualized)
+17.97%
5 Years (annualized)
+7.71%

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
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📉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)
+3.58%
Peer Avg (YTD)
+8.51%
vs Peers
-4.93%

JSGBX Mutual Fund Performance

JSGBX performance across multiple time periods: 1-month 3.14%, YTD 3.58%, 1-year 10.52%, 3-year 17.97%, 5-year 7.71%.

JSGBX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.58%, 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.