JLGSX Mutual Fund

JLGSX Mutual Fund

NAV$15.66
See how much of JLGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.10%
3 Months
+1.78%
6 Months
+6.87%
YTD
+11.72%
1 Year
+18.26%
3 Years (annualized)
+15.98%
5 Years (annualized)
+7.80%
10 Years (annualized)
+9.80%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+7.17%
vs Peers
+4.54%

JLGSX Mutual Fund Performance

JLGSX performance across multiple time periods: 1-month 2.10%, YTD 11.72%, 1-year 18.26%, 3-year 15.98%, 5-year 7.80%, 10-year 9.80%.

JLGSX returns outperform the peer average of 7.17% 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.