JSGRX Mutual Fund

JSGRX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
+3.10%
3 Months
-3.66%
6 Months
+8.39%
YTD
+3.21%
1 Year
+9.94%
3 Years (annualized)
+20.95%
5 Years (annualized)
+11.48%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGRX 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)
+3.21%
Peer Avg (YTD)
+8.51%
vs Peers
-5.30%

JSGRX Mutual Fund Performance

JSGRX performance across multiple time periods: 1-month 3.10%, YTD 3.21%, 1-year 9.94%, 3-year 20.95%, 5-year 11.48%, 10-year 14.81%.

JSGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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