JIGDX Mutual Fund

JIGDX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
+2.14%
3 Months
-0.75%
6 Months
-0.39%
YTD
+0.12%
1 Year
-0.26%
3 Years (annualized)
+5.74%
5 Years (annualized)
+1.18%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIGDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
-0.81%
vs Peers
+0.93%

JIGDX Mutual Fund Performance

JIGDX performance across multiple time periods: 1-month 2.14%, YTD 0.12%, 1-year -0.26%, 3-year 5.74%, 5-year 1.18%, 10-year 2.06%.

JIGDX returns outperform the peer average of -0.81% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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