JQLMX Mutual Fund

JQLMX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
+1.21%
3 Months
+0.38%
6 Months
+2.84%
YTD
+5.82%
1 Year
+9.67%
3 Years (annualized)
+9.22%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JQLMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+3.78%
vs Peers
+2.05%

JQLMX Mutual Fund Performance

JQLMX performance across multiple time periods: 1-month 1.21%, YTD 5.82%, 1-year 9.67%, 3-year 9.22%, 5-year 3.52%, 10-year 5.54%.

JQLMX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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