JALGX Mutual Fund

JALGX Mutual Fund

NAV$15.82
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Returns Overview

1 Month
-1.56%
3 Months
+2.53%
6 Months
+6.18%
YTD
+8.88%
1 Year
+17.83%
3 Years (annualized)
+13.30%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.29%

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)
+8.88%
Peer Avg (YTD)
+6.57%
vs Peers
+2.31%

JALGX Mutual Fund Performance

JALGX performance across multiple time periods: 1-month -1.56%, YTD 8.88%, 1-year 17.83%, 3-year 13.30%, 5-year 6.64%, 10-year 9.29%.

JALGX returns outperform the peer average of 6.57% 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.