JGAVX Mutual Fund

NAV$104.88

Returns Overview

1 Month
+3.25%
3 Months
+11.74%
6 Months
+12.45%
YTD
+11.24%
1 Year
+21.87%
3 Years (annualized)
+15.88%
5 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGAVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+9.49%
vs Peers
+1.75%

JGAVX Mutual Fund Performance

JGAVX performance across multiple time periods: 1-month 3.25%, YTD 11.24%, 1-year 21.87%, 3-year 15.88%, 5-year 10.92%.

JGAVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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