JGRTX Mutual Fund

JGRTX Mutual Fund

NAV$136.82
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Returns Overview

1 Month
-5.78%
3 Months
-6.52%
6 Months
+8.53%
YTD
+1.80%
1 Year
+11.20%
3 Years (annualized)
+19.73%
5 Years (annualized)
+15.88%
10 Years (annualized)
+19.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRTX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+6.72%
vs Peers
-4.92%

JGRTX Mutual Fund Performance

JGRTX performance across multiple time periods: 1-month -5.78%, YTD 1.80%, 1-year 11.20%, 3-year 19.73%, 5-year 15.88%, 10-year 19.47%.

JGRTX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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