JSIGX Mutual Fund

NAV$24.40

Returns Overview

1 Month
-3.41%
3 Months
+5.81%
6 Months
-23.22%
YTD
-22.66%
1 Year
+5.76%
3 Years (annualized)
+9.98%
5 Years (annualized)
-7.13%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIGX 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
Bloomberg U.S. 2000 Growth Index
This Mutual Fund (YTD)
-22.66%
Peer Avg (YTD)
+7.57%
vs Peers
-30.24%

JSIGX Mutual Fund Performance

JSIGX performance across multiple time periods: 1-month -3.41%, YTD -22.66%, 1-year 5.76%, 3-year 9.98%, 5-year -7.13%, 10-year 11.39%.

JSIGX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.96%, investors should weigh costs against performance when evaluating this mutual fund.

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