JSGAX Mutual Fund

JSGAX Mutual Fund

NAV$30.86
See how much of JSGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.33%
3 Months
-1.23%
6 Months
+16.17%
YTD
+4.70%
1 Year
+7.43%
3 Years (annualized)
+21.12%
5 Years (annualized)
+11.63%
10 Years (annualized)
+14.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSGAX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+8.68%
vs Peers
-3.98%

JSGAX Mutual Fund Performance

JSGAX performance across multiple time periods: 1-month 1.33%, YTD 4.70%, 1-year 7.43%, 3-year 21.12%, 5-year 11.63%, 10-year 14.95%.

JSGAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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