JLGAX Mutual Fund

JLGAX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
+1.67%
3 Months
-3.42%
6 Months
+14.61%
YTD
+11.50%
1 Year
+20.51%
3 Years (annualized)
+32.73%
5 Years (annualized)
+19.21%
10 Years (annualized)
+26.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+8.51%
vs Peers
+2.99%

JLGAX Mutual Fund Performance

JLGAX performance across multiple time periods: 1-month 1.67%, YTD 11.50%, 1-year 20.51%, 3-year 32.73%, 5-year 19.21%, 10-year 26.00%.

JLGAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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