JGIAX Mutual Fund

NAV$8.46

Returns Overview

1 Month
-0.47%
3 Months
-0.94%
6 Months
-1.74%
YTD
-1.86%
1 Year
+4.64%
3 Years (annualized)
+7.16%
5 Years (annualized)
+2.73%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGIAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
+3.23%
vs Peers
-5.08%

JGIAX Mutual Fund Performance

JGIAX performance across multiple time periods: 1-month -0.47%, YTD -1.86%, 1-year 4.64%, 3-year 7.16%, 5-year 2.73%, 10-year 3.81%.

JGIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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