JADGX Mutual Fund

JADGX Mutual Fund

NAV$80.11
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Returns Overview

1 Month
+0.04%
3 Months
+0.61%
6 Months
+6.83%
YTD
+11.26%
1 Year
+13.00%
3 Years (annualized)
+19.82%
5 Years (annualized)
+9.95%
10 Years (annualized)
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+10.80%
vs Peers
+0.46%

JADGX Mutual Fund Performance

JADGX performance across multiple time periods: 1-month 0.04%, YTD 11.26%, 1-year 13.00%, 3-year 19.82%, 5-year 9.95%, 10-year 13.66%.

JADGX returns outperform the peer average of 10.80% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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