JCLGX Mutual Fund

JCLGX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
-1.63%
3 Months
+2.34%
6 Months
+5.78%
YTD
+8.40%
1 Year
+16.94%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.52%

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)
+8.40%
Peer Avg (YTD)
+6.57%
vs Peers
+1.83%

JCLGX Mutual Fund Performance

JCLGX performance across multiple time periods: 1-month -1.63%, YTD 8.40%, 1-year 16.94%, 3-year 12.51%, 5-year 5.89%, 10-year 8.52%.

JCLGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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