JLGMX Mutual Fund

NAV$86.53

Returns Overview

1 Month
-1.20%
3 Months
-5.37%
6 Months
+3.32%
YTD
-1.23%
1 Year
+9.47%
3 Years
+24.44%
5 Years
+15.28%
10 Years
+20.96%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JLGMX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
+0.87%
vs Peers
-2.09%

JLGMX Mutual Fund Performance

JLGMX performance across multiple time periods: 1-month -1.20%, YTD -1.23%, 1-year 9.47%, 3-year 24.44%, 5-year 15.28%, 10-year 20.96%.

JLGMX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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