JGQIX Mutual Fund

JGQIX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
-2.26%
3 Months
-3.25%
6 Months
+13.44%
YTD
+2.25%
1 Year
+3.19%
3 Years (annualized)
+9.97%
5 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGQIX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+6.72%
vs Peers
-4.47%

JGQIX Mutual Fund Performance

JGQIX performance across multiple time periods: 1-month -2.26%, YTD 2.25%, 1-year 3.19%, 3-year 9.97%, 5-year 5.61%.

JGQIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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