JSGIX Mutual Fund

NAV$31.49

Returns Overview

1 Month
-1.11%
3 Months
+17.68%
6 Months
+6.08%
YTD
+6.15%
1 Year
+18.41%
3 Years (annualized)
+20.04%
5 Years (annualized)
+12.03%
10 Years (annualized)
+14.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+8.97%
vs Peers
-2.82%

JSGIX Mutual Fund Performance

JSGIX performance across multiple time periods: 1-month -1.11%, YTD 6.15%, 1-year 18.41%, 3-year 20.04%, 5-year 12.03%, 10-year 14.93%.

JSGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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