JGVRX Mutual Fund

JGVRX Mutual Fund

NAV$45.64
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Returns Overview

1 Month
+1.98%
3 Months
-2.18%
6 Months
+13.05%
YTD
+3.45%
1 Year
+3.28%
3 Years (annualized)
+18.34%
5 Years (annualized)
+9.48%
10 Years (annualized)
+17.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGVRX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+8.67%
vs Peers
-5.22%

JGVRX Mutual Fund Performance

JGVRX performance across multiple time periods: 1-month 1.98%, YTD 3.45%, 1-year 3.28%, 3-year 18.34%, 5-year 9.48%, 10-year 17.98%.

JGVRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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