JGETX Mutual Fund

NAV$13.71

Returns Overview

1 Month
+2.31%
3 Months
+3.71%
6 Months
+2.77%
YTD
+6.86%
1 Year
+13.69%
3 Years (annualized)
+12.90%
5 Years (annualized)
+8.04%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGETX 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

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)
+6.86%
Peer Avg (YTD)
+9.49%
vs Peers
-2.63%

JGETX Mutual Fund Performance

JGETX performance across multiple time periods: 1-month 2.31%, YTD 6.86%, 1-year 13.69%, 3-year 12.90%, 5-year 8.04%, 10-year 10.07%.

JGETX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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