JGEFX Mutual Fund

JGEFX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-3.29%
3 Months
+0.75%
6 Months
+6.21%
YTD
+5.30%
1 Year
+9.62%
3 Years (annualized)
+14.40%
5 Years (annualized)
+8.13%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGEFX 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)
+5.30%
Peer Avg (YTD)
+10.00%
vs Peers
-4.70%

JGEFX Mutual Fund Performance

JGEFX performance across multiple time periods: 1-month -3.29%, YTD 5.30%, 1-year 9.62%, 3-year 14.40%, 5-year 8.13%, 10-year 10.04%.

JGEFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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