JSPGX Mutual Fund

JSPGX Mutual Fund

NAV$15.82
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Returns Overview

1 Month
+1.98%
3 Months
+1.27%
6 Months
+7.06%
YTD
+10.01%
1 Year
+16.52%
3 Years (annualized)
+15.42%
5 Years (annualized)
+6.22%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSPGX 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
Global Growth Allocation Index
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+6.69%
vs Peers
+3.32%

JSPGX Mutual Fund Performance

JSPGX performance across multiple time periods: 1-month 1.98%, YTD 10.01%, 1-year 16.52%, 3-year 15.42%, 5-year 6.22%, 10-year 8.38%.

JSPGX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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