JLPZX Mutual Fund

JLPZX Mutual Fund

NAV$25.14
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Returns Overview

1 Month
+24.30%
3 Months
+25.72%
6 Months
+29.97%
YTD
+33.60%
1 Year
+34.52%
3 Years (annualized)
+30.50%
5 Years (annualized)
+16.34%
10 Years (annualized)
+16.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLPZX 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)
+33.60%
Peer Avg (YTD)
+9.28%
vs Peers
+24.32%

JLPZX Mutual Fund Performance

JLPZX performance across multiple time periods: 1-month 24.30%, YTD 33.60%, 1-year 34.52%, 3-year 30.50%, 5-year 16.34%, 10-year 16.81%.

JLPZX returns outperform the peer average of 9.28% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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