JQLAX Mutual Fund

JQLAX Mutual Fund

NAV$16.30
See how much of JQLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.21%
3 Months
+0.85%
6 Months
+7.48%
YTD
+13.79%
1 Year
+20.09%
3 Years (annualized)
+16.88%
5 Years (annualized)
+7.57%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JQLAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+7.17%
vs Peers
+6.62%

JQLAX Mutual Fund Performance

JQLAX performance across multiple time periods: 1-month 2.21%, YTD 13.79%, 1-year 20.09%, 3-year 16.88%, 5-year 7.57%, 10-year 7.52%.

JQLAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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