JLGRX Mutual Fund

NAV$87.25

Returns Overview

1 Month
+0.76%
3 Months
+17.64%
6 Months
+7.63%
YTD
+7.62%
1 Year
+15.45%
3 Years (annualized)
+21.67%
5 Years (annualized)
+15.27%
10 Years (annualized)
+21.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.62%
Peer Avg (YTD)
+8.97%
vs Peers
-1.36%

JLGRX Mutual Fund Performance

JLGRX performance across multiple time periods: 1-month 0.76%, YTD 7.62%, 1-year 15.45%, 3-year 21.67%, 5-year 15.27%, 10-year 21.61%.

JLGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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