JLGZX Mutual Fund

JLGZX Mutual Fund

NAV$74.36
See how much of JLGZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.20%
3 Months
-2.30%
6 Months
-0.25%
YTD
-1.54%
1 Year
+2.66%
3 Years (annualized)
+16.17%
5 Years (annualized)
+9.29%
10 Years (annualized)
+17.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGZX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.54%
Peer Avg (YTD)
+6.23%
vs Peers
-7.77%

JLGZX Mutual Fund Performance

JLGZX performance across multiple time periods: 1-month -8.20%, YTD -1.54%, 1-year 2.66%, 3-year 16.17%, 5-year 9.29%, 10-year 17.79%.

JLGZX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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