JAGRX Mutual Fund

JAGRX Mutual Fund

NAV$53.87
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Returns Overview

1 Month
-7.42%
3 Months
-2.64%
6 Months
+13.44%
YTD
-0.28%
1 Year
-2.62%
3 Years (annualized)
+22.59%
5 Years (annualized)
+10.12%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+4.64%
vs Peers
-4.92%

JAGRX Mutual Fund Performance

JAGRX performance across multiple time periods: 1-month -7.42%, YTD -0.28%, 1-year -2.62%, 3-year 22.59%, 5-year 10.12%, 10-year 15.84%.

JAGRX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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