JAGIX Mutual Fund

JAGIX Mutual Fund

NAV$81.67
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Returns Overview

1 Month
-0.81%
3 Months
+0.91%
6 Months
+17.17%
YTD
+11.20%
1 Year
+14.60%
3 Years (annualized)
+17.94%
5 Years (annualized)
+10.73%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+9.98%
vs Peers
+1.21%

JAGIX Mutual Fund Performance

JAGIX performance across multiple time periods: 1-month -0.81%, YTD 11.20%, 1-year 14.60%, 3-year 17.94%, 5-year 10.73%, 10-year 13.84%.

JAGIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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