JGLTX Mutual Fund

NAV$27.36

Returns Overview

1 Month
+3.97%
3 Months
+45.12%
6 Months
+34.93%
YTD
+34.04%
1 Year
+48.73%
3 Years (annualized)
+35.62%
5 Years (annualized)
+22.17%
10 Years (annualized)
+29.45%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+34.04%
Peer Avg (YTD)
+16.06%
vs Peers
+17.97%

JGLTX Mutual Fund Performance

JGLTX performance across multiple time periods: 1-month 3.97%, YTD 34.04%, 1-year 48.73%, 3-year 35.62%, 5-year 22.17%, 10-year 29.45%.

JGLTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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