JSGRX Mutual Fund

JSGRX Mutual Fund

NAV$27.92
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Returns Overview

1 Month
-6.82%
3 Months
-2.66%
6 Months
-3.61%
YTD
-2.56%
1 Year
-3.10%
3 Years (annualized)
+20.91%
5 Years (annualized)
+9.96%
10 Years (annualized)
+15.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGRX 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)
-2.56%
Peer Avg (YTD)
+4.64%
vs Peers
-7.20%

JSGRX Mutual Fund Performance

JSGRX performance across multiple time periods: 1-month -6.82%, YTD -2.56%, 1-year -3.10%, 3-year 20.91%, 5-year 9.96%, 10-year 15.85%.

JSGRX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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