JSGIX Mutual Fund

JSGIX Mutual Fund

NAV$31.13
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Returns Overview

1 Month
-5.48%
3 Months
-0.92%
6 Months
+0.77%
YTD
+0.33%
1 Year
+8.03%
3 Years (annualized)
+20.01%
5 Years (annualized)
+11.99%
10 Years (annualized)
+16.38%

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)
+0.33%
Peer Avg (YTD)
+6.23%
vs Peers
-5.90%

JSGIX Mutual Fund Performance

JSGIX performance across multiple time periods: 1-month -5.48%, YTD 0.33%, 1-year 8.03%, 3-year 20.01%, 5-year 11.99%, 10-year 16.38%.

JSGIX returns trail the peer average of 6.23% 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.