JGEFX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+1.20%
3 Months
+1.50%
6 Months
+1.35%
YTD
+5.14%
1 Year
+13.92%
3 Years (annualized)
+13.07%
5 Years (annualized)
+8.14%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGEFX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+9.49%
vs Peers
-4.35%

JGEFX Mutual Fund Performance

JGEFX performance across multiple time periods: 1-month 1.20%, YTD 5.14%, 1-year 13.92%, 3-year 13.07%, 5-year 8.14%, 10-year 10.07%.

JGEFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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