JGRRX Mutual Fund

NAV$21.22

Returns Overview

1 Month
-0.22%
3 Months
+26.77%
6 Months
+15.94%
YTD
+15.46%
1 Year
+24.02%
3 Years (annualized)
+35.03%
5 Years (annualized)
+21.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRRX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+8.97%
vs Peers
+6.49%

JGRRX Mutual Fund Performance

JGRRX performance across multiple time periods: 1-month -0.22%, YTD 15.46%, 1-year 24.02%, 3-year 35.03%, 5-year 21.80%.

JGRRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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