JSGTX Mutual Fund

JSGTX Mutual Fund

NAV$30.84
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Returns Overview

1 Month
-5.45%
3 Months
-0.88%
6 Months
+0.86%
YTD
+0.39%
1 Year
+8.16%
3 Years (annualized)
+20.15%
5 Years (annualized)
+12.12%
10 Years (annualized)
+16.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGTX 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)
+0.39%
Peer Avg (YTD)
+6.23%
vs Peers
-5.84%

JSGTX Mutual Fund Performance

JSGTX performance across multiple time periods: 1-month -5.45%, YTD 0.39%, 1-year 8.16%, 3-year 20.15%, 5-year 12.12%, 10-year 16.51%.

JSGTX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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