JALGX Mutual Fund

JALGX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
+1.96%
3 Months
+0.81%
6 Months
+6.12%
YTD
+11.02%
1 Year
+17.43%
3 Years (annualized)
+22.53%
5 Years (annualized)
+15.47%
10 Years (annualized)
+18.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALGX 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
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+7.17%
vs Peers
+3.85%

JALGX Mutual Fund Performance

JALGX performance across multiple time periods: 1-month 1.96%, YTD 11.02%, 1-year 17.43%, 3-year 22.53%, 5-year 15.47%, 10-year 18.48%.

JALGX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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