JLGPX Mutual Fund

JLGPX Mutual Fund

NAV$81.74
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Returns Overview

1 Month
+0.72%
3 Months
+17.52%
6 Months
+7.41%
YTD
+7.39%
1 Year
+14.98%
3 Years (annualized)
+21.18%
5 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGPX 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)
+7.39%
Peer Avg (YTD)
+8.97%
vs Peers
-1.58%

JLGPX Mutual Fund Performance

JLGPX performance across multiple time periods: 1-month 0.72%, YTD 7.39%, 1-year 14.98%, 3-year 21.18%, 5-year 14.92%.

JLGPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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