JLFSX Mutual Fund

JLFSX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
+3.47%
3 Months
+7.19%
6 Months
+7.19%
YTD
+10.04%
1 Year
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFSX 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

This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+8.51%
vs Peers
+1.53%

JLFSX Mutual Fund Performance

JLFSX performance across multiple time periods: 1-month 3.47%, YTD 10.04%, 1-year 12.36%.

JLFSX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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