JLGIX Mutual Fund

JLGIX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
-0.23%
3 Months
+26.68%
6 Months
+15.75%
YTD
+15.25%
1 Year
+23.56%
3 Years (annualized)
+34.73%
5 Years (annualized)
+21.49%
10 Years (annualized)
+26.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGIX 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)
+15.25%
Peer Avg (YTD)
+8.97%
vs Peers
+6.28%

JLGIX Mutual Fund Performance

JLGIX performance across multiple time periods: 1-month -0.23%, YTD 15.25%, 1-year 23.56%, 3-year 34.73%, 5-year 21.49%, 10-year 26.98%.

JLGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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