JGSRX Mutual Fund

NAV$14.83

Returns Overview

1 Month
+0.21%
3 Months
+11.64%
6 Months
+17.65%
YTD
+16.90%
1 Year
+27.63%
3 Years (annualized)
+19.51%
5 Years (annualized)
+12.43%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGSRX 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)
+16.90%
Peer Avg (YTD)
+9.49%
vs Peers
+7.41%

JGSRX Mutual Fund Performance

JGSRX performance across multiple time periods: 1-month 0.21%, YTD 16.90%, 1-year 27.63%, 3-year 19.51%, 5-year 12.43%, 10-year 9.26%.

JGSRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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