JCLGX Mutual Fund

JCLGX Mutual Fund

NAV$15.54
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Returns Overview

1 Month
-0.89%
3 Months
-1.40%
6 Months
+0.91%
YTD
+6.89%
1 Year
+20.84%
3 Years (annualized)
+22.68%
5 Years (annualized)
+13.13%
10 Years (annualized)
+16.71%

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
PROUpgrade to run
🏦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)
+6.89%
Peer Avg (YTD)
+6.22%
vs Peers
+0.67%

JCLGX Mutual Fund Performance

JCLGX performance across multiple time periods: 1-month -0.89%, YTD 6.89%, 1-year 20.84%, 3-year 22.68%, 5-year 13.13%, 10-year 16.71%.

JCLGX returns outperform the peer average of 6.22% 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.