JGISX Mutual Fund

NAV$68.82

Returns Overview

1 Month
-2.41%
3 Months
+16.47%
6 Months
+6.62%
YTD
+6.73%
1 Year
+21.04%
3 Years (annualized)
+23.55%
5 Years (annualized)
+14.77%
10 Years (annualized)
+17.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGISX 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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+8.97%
vs Peers
-2.24%

JGISX Mutual Fund Performance

JGISX performance across multiple time periods: 1-month -2.41%, YTD 6.73%, 1-year 21.04%, 3-year 23.55%, 5-year 14.77%, 10-year 17.95%.

JGISX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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