JEGRX Mutual Fund

JEGRX Mutual Fund

NAV$19.74
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Returns Overview

1 Month
-3.49%
3 Months
+0.31%
6 Months
+14.99%
YTD
+10.34%
1 Year
+9.49%
3 Years (annualized)
+16.81%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEGRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+6.72%
vs Peers
+3.61%

JEGRX Mutual Fund Performance

JEGRX performance across multiple time periods: 1-month -3.49%, YTD 10.34%, 1-year 9.49%, 3-year 16.81%, 5-year 7.11%.

JEGRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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