JGETX Mutual Fund

JGETX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
-3.30%
3 Months
+0.75%
6 Months
+6.22%
YTD
+5.22%
1 Year
+9.48%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGETX 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)
+5.22%
Peer Avg (YTD)
+10.00%
vs Peers
-4.77%

JGETX Mutual Fund Performance

JGETX performance across multiple time periods: 1-month -3.30%, YTD 5.22%, 1-year 9.48%, 3-year 14.27%, 5-year 8.03%, 10-year 10.03%.

JGETX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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