JAAGX Mutual Fund

JAAGX Mutual Fund

NAV$80.83
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Returns Overview

1 Month
-5.72%
3 Months
-6.45%
6 Months
+8.68%
YTD
+2.08%
1 Year
+4.04%
3 Years (annualized)
+12.35%
5 Years (annualized)
+6.59%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAAGX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+6.72%
vs Peers
-4.64%

JAAGX Mutual Fund Performance

JAAGX performance across multiple time periods: 1-month -5.72%, YTD 2.08%, 1-year 4.04%, 3-year 12.35%, 5-year 6.59%, 10-year 11.59%.

JAAGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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