JLPZX Mutual Fund

JLPZX Mutual Fund

NAV$20.56
See how much of JLPZX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+3.38%
6 Months
+5.71%
YTD
+6.27%
1 Year
+13.27%
3 Years (annualized)
+18.35%
5 Years (annualized)
+12.21%
10 Years (annualized)
+14.86%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+9.41%
vs Peers
-3.15%

JLPZX Mutual Fund Performance

JLPZX performance across multiple time periods: 1-month -0.30%, YTD 6.27%, 1-year 13.27%, 3-year 18.35%, 5-year 12.21%, 10-year 14.86%.

JLPZX returns trail the peer average of 9.41% 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.