JWGRX Mutual Fund

NAV$140.04

Returns Overview

1 Month
+1.03%
3 Months
+15.42%
6 Months
+9.35%
YTD
+8.77%
1 Year
+17.58%
3 Years (annualized)
+20.61%
5 Years (annualized)
+13.57%
10 Years (annualized)
+15.19%

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

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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+8.97%
vs Peers
-0.20%

JWGRX Mutual Fund Performance

JWGRX performance across multiple time periods: 1-month 1.03%, YTD 8.77%, 1-year 17.58%, 3-year 20.61%, 5-year 13.57%, 10-year 15.19%.

JWGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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