JLGQX Mutual Fund

JLGQX Mutual Fund

NAV$83.54
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Returns Overview

1 Month
+0.73%
3 Months
+17.58%
6 Months
+7.55%
YTD
+7.52%
1 Year
+15.26%
3 Years (annualized)
+21.48%
5 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGQX 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)
+7.52%
Peer Avg (YTD)
+8.97%
vs Peers
-1.45%

JLGQX Mutual Fund Performance

JLGQX performance across multiple time periods: 1-month 0.73%, YTD 7.52%, 1-year 15.26%, 3-year 21.48%, 5-year 12.37%.

JLGQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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