JSGIX Mutual Fund

JSGIX Mutual Fund

NAV$28.79
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Returns Overview

1 Month
-6.78%
3 Months
-2.55%
6 Months
-3.44%
YTD
-2.23%
1 Year
-2.72%
3 Years (annualized)
+21.37%
5 Years (annualized)
+10.38%
10 Years (annualized)
+16.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGIX 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)
-2.23%
Peer Avg (YTD)
+4.64%
vs Peers
-6.87%

JSGIX Mutual Fund Performance

JSGIX performance across multiple time periods: 1-month -6.78%, YTD -2.23%, 1-year -2.72%, 3-year 21.37%, 5-year 10.38%, 10-year 16.29%.

JSGIX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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