JLFSX Mutual Fund

NAV$12.89

Returns Overview

1 Month
-1.50%
3 Months
+8.97%
6 Months
+0.94%
YTD
+1.12%
1 Year
+2.74%

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
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

This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+8.97%
vs Peers
-7.86%

JLFSX Mutual Fund Performance

JLFSX performance across multiple time periods: 1-month -1.50%, YTD 1.12%, 1-year 2.74%.

JLFSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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