JGLTX Mutual Fund

JGLTX Mutual Fund

NAV$27.12
See how much of JGLTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.32%
3 Months
+8.75%
6 Months
+18.39%
YTD
+20.21%
1 Year
+27.79%
3 Years (annualized)
+29.39%
5 Years (annualized)
+14.68%
10 Years (annualized)
+22.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGLTX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+20.21%
Peer Avg (YTD)
+11.56%
vs Peers
+8.65%

JGLTX Mutual Fund Performance

JGLTX performance across multiple time periods: 1-month -10.32%, YTD 20.21%, 1-year 27.79%, 3-year 29.39%, 5-year 14.68%, 10-year 22.54%.

JGLTX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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