JGRCX Mutual Fund

NAV$116.30

Returns Overview

1 Month
+2.54%
3 Months
+15.96%
6 Months
+8.81%
YTD
+8.64%
1 Year
+12.95%
3 Years (annualized)
+14.54%
5 Years (annualized)
+14.17%
10 Years (annualized)
+17.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRCX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+10.82%
vs Peers
-2.18%

JGRCX Mutual Fund Performance

JGRCX performance across multiple time periods: 1-month 2.54%, YTD 8.64%, 1-year 12.95%, 3-year 14.54%, 5-year 14.17%, 10-year 17.88%.

JGRCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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