JWGRX Mutual Fund

JWGRX Mutual Fund

NAV$133.30
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Returns Overview

1 Month
-2.44%
3 Months
-1.69%
6 Months
+3.18%
YTD
+6.72%
1 Year
+8.06%
3 Years (annualized)
+22.09%
5 Years (annualized)
+9.87%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JWGRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+5.14%
vs Peers
+1.59%

JWGRX Mutual Fund Performance

JWGRX performance across multiple time periods: 1-month -2.44%, YTD 6.72%, 1-year 8.06%, 3-year 22.09%, 5-year 9.87%, 10-year 13.23%.

JWGRX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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