JGAQX Mutual Fund

JGAQX Mutual Fund

NAV$40.10
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Returns Overview

1 Month
-4.34%
3 Months
+0.52%
6 Months
+11.13%
YTD
+9.70%
1 Year
+13.40%
3 Years (annualized)
+16.07%
5 Years (annualized)
+9.14%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGAQX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+10.00%
vs Peers
-0.30%

JGAQX Mutual Fund Performance

JGAQX performance across multiple time periods: 1-month -4.34%, YTD 9.70%, 1-year 13.40%, 3-year 16.07%, 5-year 9.14%, 10-year 10.42%.

JGAQX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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