JWGRX Mutual Fund

JWGRX Mutual Fund

NAV$139.30
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Returns Overview

1 Month
+2.46%
3 Months
+3.32%
6 Months
+10.40%
YTD
+11.23%
1 Year
+16.72%
3 Years (annualized)
+21.02%
5 Years (annualized)
+11.06%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JWGRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+8.51%
vs Peers
+2.72%

JWGRX Mutual Fund Performance

JWGRX performance across multiple time periods: 1-month 2.46%, YTD 11.23%, 1-year 16.72%, 3-year 21.02%, 5-year 11.06%, 10-year 13.42%.

JWGRX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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