JLGOX Mutual Fund

JLGOX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
+0.19%
3 Months
+11.09%
6 Months
+10.70%
YTD
+10.00%
1 Year
+17.97%
3 Years (annualized)
+15.41%
5 Years (annualized)
+7.01%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGOX 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 Index(SPX)
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+6.73%
vs Peers
+3.27%

JLGOX Mutual Fund Performance

JLGOX performance across multiple time periods: 1-month 0.19%, YTD 10.00%, 1-year 17.97%, 3-year 15.41%, 5-year 7.01%, 10-year 9.25%.

JLGOX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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