JLCGX Mutual Fund

JLCGX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
+0.93%
3 Months
+0.34%
6 Months
+1.32%
YTD
+3.50%
1 Year
+6.38%
3 Years (annualized)
+7.99%
5 Years (annualized)
+2.98%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCGX 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 Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+3.78%
vs Peers
-0.27%

JLCGX Mutual Fund Performance

JLCGX performance across multiple time periods: 1-month 0.93%, YTD 3.50%, 1-year 6.38%, 3-year 7.99%, 5-year 2.98%, 10-year 4.26%.

JLCGX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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