JLGOX Mutual Fund

JLGOX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
-0.51%
3 Months
+3.03%
6 Months
+6.97%
YTD
+9.44%
1 Year
+18.95%
3 Years (annualized)
+14.07%
5 Years (annualized)
+7.71%
10 Years (annualized)
+9.56%

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)
+9.44%
Peer Avg (YTD)
+6.57%
vs Peers
+2.87%

JLGOX Mutual Fund Performance

JLGOX performance across multiple time periods: 1-month -0.51%, YTD 9.44%, 1-year 18.95%, 3-year 14.07%, 5-year 7.71%, 10-year 9.56%.

JLGOX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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