JQLGX Mutual Fund

JQLGX Mutual Fund

NAV$15.98
See how much of JQLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.58%
3 Months
+2.43%
6 Months
+6.06%
YTD
+8.80%
1 Year
+17.68%
3 Years (annualized)
+13.19%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.77%

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
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 Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+6.57%
vs Peers
+2.23%

JQLGX Mutual Fund Performance

JQLGX performance across multiple time periods: 1-month -1.58%, YTD 8.80%, 1-year 17.68%, 3-year 13.19%, 5-year 5.70%, 10-year 8.77%.

JQLGX returns outperform the peer average of 6.57% 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.