JSGZX Mutual Fund

NAV$20.45

Returns Overview

1 Month
+5.44%
3 Months
+28.42%
6 Months
+27.24%
YTD
+25.70%
1 Year
+38.67%
3 Years (annualized)
+14.93%
5 Years (annualized)
+4.42%
10 Years (annualized)
+18.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGZX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.70%
Peer Avg (YTD)
+18.52%
vs Peers
+7.17%

JSGZX Mutual Fund Performance

JSGZX performance across multiple time periods: 1-month 5.44%, YTD 25.70%, 1-year 38.67%, 3-year 14.93%, 5-year 4.42%, 10-year 18.15%.

JSGZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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