JLGAX Mutual Fund

JLGAX Mutual Fund

NAV$18.91
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Returns Overview

1 Month
-4.76%
3 Months
+2.93%
6 Months
+9.22%
YTD
+9.67%
1 Year
+19.05%
3 Years (annualized)
+22.05%
5 Years (annualized)
+10.44%
10 Years (annualized)
+15.65%

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)
+9.67%
Peer Avg (YTD)
+6.23%
vs Peers
+3.44%

JLGAX Mutual Fund Performance

JLGAX performance across multiple time periods: 1-month -4.76%, YTD 9.67%, 1-year 19.05%, 3-year 22.05%, 5-year 10.44%, 10-year 15.65%.

JLGAX returns outperform the peer average of 6.23% 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.