JGTUX Mutual Fund

NAV$42.90

Returns Overview

1 Month
-1.56%
3 Months
+15.51%
6 Months
+5.57%
YTD
+5.70%
1 Year
+14.42%
3 Years (annualized)
+22.82%
5 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGTUX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+9.57%
vs Peers
-3.88%

JGTUX Mutual Fund Performance

JGTUX performance across multiple time periods: 1-month -1.56%, YTD 5.70%, 1-year 14.42%, 3-year 22.82%, 5-year 15.48%.

JGTUX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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