JSGZX Mutual Fund

JSGZX Mutual Fund

NAV$19.78
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Returns Overview

1 Month
-5.79%
3 Months
+6.25%
6 Months
+14.34%
YTD
+19.88%
1 Year
+28.41%
3 Years (annualized)
+11.19%
5 Years (annualized)
+0.83%
10 Years (annualized)
+11.84%

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
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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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.88%
Peer Avg (YTD)
+15.31%
vs Peers
+4.57%

JSGZX Mutual Fund Performance

JSGZX performance across multiple time periods: 1-month -5.79%, YTD 19.88%, 1-year 28.41%, 3-year 11.19%, 5-year 0.83%, 10-year 11.84%.

JSGZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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