JAIGX Mutual Fund

NAV$62.04

Returns Overview

1 Month
-1.46%
3 Months
+4.78%
6 Months
+3.30%
YTD
+9.92%
1 Year
+27.88%
3 Years (annualized)
+17.20%
5 Years (annualized)
+9.91%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAIGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+9.13%
vs Peers
+0.79%

JAIGX Mutual Fund Performance

JAIGX performance across multiple time periods: 1-month -1.46%, YTD 9.92%, 1-year 27.88%, 3-year 17.20%, 5-year 9.91%, 10-year 12.36%.

JAIGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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