JGQYX Mutual Fund

JGQYX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
-2.25%
3 Months
-3.19%
6 Months
+13.43%
YTD
+2.30%
1 Year
+3.25%
3 Years (annualized)
+9.99%
5 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGQYX 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)
+2.30%
Peer Avg (YTD)
+6.72%
vs Peers
-4.42%

JGQYX Mutual Fund Performance

JGQYX performance across multiple time periods: 1-month -2.25%, YTD 2.30%, 1-year 3.25%, 3-year 9.99%, 5-year 5.65%.

JGQYX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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