JISGX Mutual Fund

JISGX Mutual Fund

NAV$24.03
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Returns Overview

1 Month
-5.93%
3 Months
-12.72%
6 Months
+12.24%
YTD
+10.08%
1 Year
+13.11%
3 Years (annualized)
+13.26%
5 Years (annualized)
+3.37%
10 Years (annualized)
+15.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JISGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+10.34%
vs Peers
-0.26%

JISGX Mutual Fund Performance

JISGX performance across multiple time periods: 1-month -5.93%, YTD 10.08%, 1-year 13.11%, 3-year 13.26%, 5-year 3.37%, 10-year 15.42%.

JISGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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