JSPGX Mutual Fund

NAV$15.99

Returns Overview

1 Month
+1.08%
3 Months
+13.33%
6 Months
+10.49%
YTD
+9.81%
1 Year
+19.84%
3 Years (annualized)
+15.15%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSPGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Global Growth Allocation Index
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+5.93%
vs Peers
+3.87%

JSPGX Mutual Fund Performance

JSPGX performance across multiple time periods: 1-month 1.08%, YTD 9.81%, 1-year 19.84%, 3-year 15.15%, 5-year 6.53%, 10-year 8.69%.

JSPGX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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