JQLGX Mutual Fund

JQLGX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
+1.99%
3 Months
+0.83%
6 Months
+6.08%
YTD
+10.97%
1 Year
+17.28%
3 Years (annualized)
+14.99%
5 Years (annualized)
+6.62%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JQLGX 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
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+7.17%
vs Peers
+3.80%

JQLGX Mutual Fund Performance

JQLGX performance across multiple time periods: 1-month 1.99%, YTD 10.97%, 1-year 17.28%, 3-year 14.99%, 5-year 6.62%, 10-year 9.33%.

JQLGX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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