JGYIX Mutual Fund

JGYIX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-2.75%
3 Months
-0.14%
6 Months
+11.48%
YTD
+16.96%
1 Year
+21.62%
3 Years (annualized)
+21.53%
5 Years (annualized)
+13.27%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGYIX 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 World Index(MDWO)
This Mutual Fund (YTD)
+16.96%
Peer Avg (YTD)
+10.00%
vs Peers
+6.96%

JGYIX Mutual Fund Performance

JGYIX performance across multiple time periods: 1-month -2.75%, YTD 16.96%, 1-year 21.62%, 3-year 21.53%, 5-year 13.27%, 10-year 10.34%.

JGYIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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