JTGIX Mutual Fund

JTGIX Mutual Fund

NAV$15.70
See how much of JTGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.98%
3 Months
+0.88%
6 Months
+6.32%
YTD
+11.20%
1 Year
+17.77%
3 Years (annualized)
+13.95%
5 Years (annualized)
+6.19%
10 Years (annualized)
+9.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.20%
Peer Avg (YTD)
+7.17%
vs Peers
+4.02%

JTGIX Mutual Fund Performance

JTGIX performance across multiple time periods: 1-month 1.98%, YTD 11.20%, 1-year 17.77%, 3-year 13.95%, 5-year 6.19%, 10-year 9.36%.

JTGIX returns outperform the peer average of 7.17% 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.