JCLGX Mutual Fund

JCLGX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
+0.44%
3 Months
+12.44%
6 Months
+11.03%
YTD
+10.19%
1 Year
+19.35%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.42%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLGX 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)
+10.19%
Peer Avg (YTD)
+6.73%
vs Peers
+3.47%

JCLGX Mutual Fund Performance

JCLGX performance across multiple time periods: 1-month 0.44%, YTD 10.19%, 1-year 19.35%, 3-year 12.74%, 5-year 5.42%, 10-year 8.66%.

JCLGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

JCLGX performance comparison shows side-by-side returns with another fund. JCLGX alternatives are available in the Mutual Fund Screener.