JGRSX Mutual Fund

NAV$14.87

Returns Overview

1 Month
+0.26%
3 Months
+11.77%
6 Months
+17.97%
YTD
+17.22%
1 Year
+28.25%
3 Years (annualized)
+20.09%
5 Years (annualized)
+12.95%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRSX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+17.22%
Peer Avg (YTD)
+9.49%
vs Peers
+7.73%

JGRSX Mutual Fund Performance

JGRSX performance across multiple time periods: 1-month 0.26%, YTD 17.22%, 1-year 28.25%, 3-year 20.09%, 5-year 12.95%, 10-year 9.78%.

JGRSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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