JLPYX Mutual Fund

JLPYX Mutual Fund

NAV$26.01
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Returns Overview

1 Month
+1.25%
3 Months
+1.13%
6 Months
+9.99%
YTD
+8.07%
1 Year
+13.78%
3 Years (annualized)
+17.76%
5 Years (annualized)
+16.18%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLPYX 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)
+8.07%
Peer Avg (YTD)
+11.21%
vs Peers
-3.15%

JLPYX Mutual Fund Performance

JLPYX performance across multiple time periods: 1-month 1.25%, YTD 8.07%, 1-year 13.78%, 3-year 17.76%, 5-year 16.18%, 10-year 15.68%.

JLPYX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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