JIAGX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.05%
3 Months
+4.43%
6 Months
+4.57%
YTD
+4.35%
1 Year
+9.77%
3 Years (annualized)
+10.15%
5 Years (annualized)
+4.67%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIAGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+5.87%
vs Peers
-1.52%

JIAGX Mutual Fund Performance

JIAGX performance across multiple time periods: 1-month 0.05%, YTD 4.35%, 1-year 9.77%, 3-year 10.15%, 5-year 4.67%, 10-year 4.55%.

JIAGX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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