JSGRX Mutual Fund

JSGRX Mutual Fund

NAV$29.59
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Returns Overview

1 Month
-5.51%
3 Months
-0.98%
6 Months
+0.58%
YTD
+0.10%
1 Year
+7.63%
3 Years (annualized)
+19.56%
5 Years (annualized)
+11.57%
10 Years (annualized)
+15.94%

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
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)
+0.10%
Peer Avg (YTD)
+6.23%
vs Peers
-6.13%

JSGRX Mutual Fund Performance

JSGRX performance across multiple time periods: 1-month -5.51%, YTD 0.10%, 1-year 7.63%, 3-year 19.56%, 5-year 11.57%, 10-year 15.94%.

JSGRX returns trail the peer average of 6.23% 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.