JGLYX Mutual Fund

JGLYX Mutual Fund

NAV$22.28
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Returns Overview

1 Month
+5.49%
3 Months
+28.57%
6 Months
+27.57%
YTD
+26.02%
1 Year
+39.42%
3 Years (annualized)
+15.53%
5 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGLYX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.02%
Peer Avg (YTD)
+18.52%
vs Peers
+7.50%

JGLYX Mutual Fund Performance

JGLYX performance across multiple time periods: 1-month 5.49%, YTD 26.02%, 1-year 39.42%, 3-year 15.53%, 5-year 4.77%.

JGLYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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