JGRTX Mutual Fund

NAV$140.38

Returns Overview

1 Month
+0.21%
3 Months
+5.07%
6 Months
+4.55%
YTD
+6.74%
1 Year
+13.56%
3 Years (annualized)
+14.70%
5 Years (annualized)
+13.91%
10 Years (annualized)
+17.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRTX 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)
+6.74%
Peer Avg (YTD)
+10.82%
vs Peers
-4.07%

JGRTX Mutual Fund Performance

JGRTX performance across multiple time periods: 1-month 0.21%, YTD 6.74%, 1-year 13.56%, 3-year 14.70%, 5-year 13.91%, 10-year 17.03%.

JGRTX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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