JAWGX Mutual Fund

NAV$82.52

Returns Overview

1 Month
+1.07%
3 Months
+15.54%
6 Months
+9.56%
YTD
+8.97%
1 Year
+18.04%
3 Years (annualized)
+21.16%
5 Years (annualized)
+11.89%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAWGX 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)
+8.97%
Peer Avg (YTD)
+8.97%
vs Peers
+0.00%

JAWGX Mutual Fund Performance

JAWGX performance across multiple time periods: 1-month 1.07%, YTD 8.97%, 1-year 18.04%, 3-year 21.16%, 5-year 11.89%, 10-year 14.21%.

JAWGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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