JGRUX Mutual Fund

JGRUX Mutual Fund

NAV$106.78
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Returns Overview

1 Month
+4.59%
3 Months
+1.92%
6 Months
+9.09%
YTD
+18.23%
1 Year
+22.96%
3 Years (annualized)
+19.90%
5 Years (annualized)
+10.97%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRUX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.23%
Peer Avg (YTD)
+14.61%
vs Peers
+3.61%

JGRUX Mutual Fund Performance

JGRUX performance across multiple time periods: 1-month 4.59%, YTD 18.23%, 1-year 22.96%, 3-year 19.90%, 5-year 10.97%, 10-year 12.79%.

JGRUX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

JGRUX vs another fund shows side-by-side returns. JGRUX alternatives are available in the Mutual Fund Screener.