JLGZX Mutual Fund

JLGZX Mutual Fund

NAV$74.76
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Returns Overview

1 Month
+0.70%
3 Months
+17.44%
6 Months
+7.28%
YTD
+7.26%
1 Year
+14.69%
3 Years (annualized)
+20.88%
5 Years (annualized)
+13.54%
10 Years (annualized)
+25.56%

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
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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)
+7.26%
Peer Avg (YTD)
+8.97%
vs Peers
-1.71%

JLGZX Mutual Fund Performance

JLGZX performance across multiple time periods: 1-month 0.70%, YTD 7.26%, 1-year 14.69%, 3-year 20.88%, 5-year 13.54%, 10-year 25.56%.

JLGZX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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