JGRUX Mutual Fund

JGRUX Mutual Fund

NAV$102.78
See how much of JGRUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.17%
3 Months
+0.40%
6 Months
+12.28%
YTD
+11.82%
1 Year
+17.60%
3 Years (annualized)
+17.11%
5 Years (annualized)
+11.18%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGRUX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+10.00%
vs Peers
+1.82%

JGRUX Mutual Fund Performance

JGRUX performance across multiple time periods: 1-month -3.17%, YTD 11.82%, 1-year 17.60%, 3-year 17.11%, 5-year 11.18%, 10-year 12.51%.

JGRUX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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