JTGIX Mutual Fund

JTGIX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
-1.51%
3 Months
+2.62%
6 Months
+6.31%
YTD
+9.04%
1 Year
+18.17%
3 Years (annualized)
+13.64%
5 Years (annualized)
+6.12%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTGIX 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
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+6.57%
vs Peers
+2.47%

JTGIX Mutual Fund Performance

JTGIX performance across multiple time periods: 1-month -1.51%, YTD 9.04%, 1-year 18.17%, 3-year 13.64%, 5-year 6.12%, 10-year 9.21%.

JTGIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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