JSGAX Mutual Fund

JSGAX Mutual Fund

NAV$27.84
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Returns Overview

1 Month
-6.81%
3 Months
-2.63%
6 Months
-3.56%
YTD
-2.43%
1 Year
-2.95%
3 Years (annualized)
+21.08%
5 Years (annualized)
+10.11%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGAX 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
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🏦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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.43%
Peer Avg (YTD)
+4.64%
vs Peers
-7.08%

JSGAX Mutual Fund Performance

JSGAX performance across multiple time periods: 1-month -6.81%, YTD -2.43%, 1-year -2.95%, 3-year 21.08%, 5-year 10.11%, 10-year 16.01%.

JSGAX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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