JGERX Mutual Fund

NAV$13.79

Returns Overview

1 Month
+0.75%
3 Months
+5.33%
6 Months
+5.09%
YTD
+4.27%
1 Year
+13.39%
3 Years (annualized)
+12.62%
5 Years (annualized)
+7.71%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGERX 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 World Index(MDWO)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+9.49%
vs Peers
-5.22%

JGERX Mutual Fund Performance

JGERX performance across multiple time periods: 1-month 0.75%, YTD 4.27%, 1-year 13.39%, 3-year 12.62%, 5-year 7.71%, 10-year 9.67%.

JGERX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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