JLGSX Mutual Fund

JLGSX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-0.51%
3 Months
+3.02%
6 Months
+6.95%
YTD
+9.41%
1 Year
+18.94%
3 Years (annualized)
+14.11%
5 Years (annualized)
+7.74%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGSX 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)
+9.41%
Peer Avg (YTD)
+6.57%
vs Peers
+2.84%

JLGSX Mutual Fund Performance

JLGSX performance across multiple time periods: 1-month -0.51%, YTD 9.41%, 1-year 18.94%, 3-year 14.11%, 5-year 7.74%, 10-year 9.60%.

JLGSX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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