JSGIX Mutual Fund

JSGIX Mutual Fund

NAV$32.52
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Returns Overview

1 Month
+3.15%
3 Months
-3.59%
6 Months
+8.61%
YTD
+3.49%
1 Year
+10.38%
3 Years (annualized)
+21.42%
5 Years (annualized)
+11.91%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGIX 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)
+3.49%
Peer Avg (YTD)
+8.51%
vs Peers
-5.02%

JSGIX Mutual Fund Performance

JSGIX performance across multiple time periods: 1-month 3.15%, YTD 3.49%, 1-year 10.38%, 3-year 21.42%, 5-year 11.91%, 10-year 15.25%.

JSGIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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