JTGIX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
+0.44%
3 Months
+12.67%
6 Months
+11.48%
YTD
+10.71%
1 Year
+20.54%
3 Years (annualized)
+13.85%
5 Years (annualized)
+6.47%
10 Years (annualized)
+9.76%

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
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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
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+6.73%
vs Peers
+3.98%

JTGIX Mutual Fund Performance

JTGIX performance across multiple time periods: 1-month 0.44%, YTD 10.71%, 1-year 20.54%, 3-year 13.85%, 5-year 6.47%, 10-year 9.76%.

JTGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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