JGYAX Mutual Fund

NAV$14.81

Returns Overview

1 Month
+0.18%
3 Months
+11.55%
6 Months
+17.66%
YTD
+16.91%
1 Year
+27.73%
3 Years (annualized)
+19.65%
5 Years (annualized)
+12.54%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGYAX 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)
+16.91%
Peer Avg (YTD)
+9.49%
vs Peers
+7.42%

JGYAX Mutual Fund Performance

JGYAX performance across multiple time periods: 1-month 0.18%, YTD 16.91%, 1-year 27.73%, 3-year 19.65%, 5-year 12.54%, 10-year 9.39%.

JGYAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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