JLGMX Mutual Fund

JLGMX Mutual Fund

NAV$90.19
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Returns Overview

1 Month
+3.25%
3 Months
-1.73%
6 Months
+15.62%
YTD
+5.79%
1 Year
+3.91%
3 Years (annualized)
+18.85%
5 Years (annualized)
+12.79%
10 Years (annualized)
+20.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+8.67%
vs Peers
-2.87%

JLGMX Mutual Fund Performance

JLGMX performance across multiple time periods: 1-month 3.25%, YTD 5.79%, 1-year 3.91%, 3-year 18.85%, 5-year 12.79%, 10-year 20.57%.

JLGMX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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