JLPZX Mutual Fund

JLPZX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
+1.14%
3 Months
+0.89%
6 Months
+9.55%
YTD
+7.48%
1 Year
+12.91%
3 Years (annualized)
+18.98%
5 Years (annualized)
+11.99%
10 Years (annualized)
+14.19%

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
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📉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)
+7.48%
Peer Avg (YTD)
+11.21%
vs Peers
-3.74%

JLPZX Mutual Fund Performance

JLPZX performance across multiple time periods: 1-month 1.14%, YTD 7.48%, 1-year 12.91%, 3-year 18.98%, 5-year 11.99%, 10-year 14.19%.

JLPZX returns trail the peer average of 11.21% 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.