JTLGX Mutual Fund

JTLGX Mutual Fund

NAV$16.07
See how much of JTLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
+2.58%
6 Months
+6.29%
YTD
+9.07%
1 Year
+18.15%
3 Years (annualized)
+13.68%
5 Years (annualized)
+7.02%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTLGX 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)
+9.07%
Peer Avg (YTD)
+6.57%
vs Peers
+2.49%

JTLGX Mutual Fund Performance

JTLGX performance across multiple time periods: 1-month -1.55%, YTD 9.07%, 1-year 18.15%, 3-year 13.68%, 5-year 7.02%, 10-year 9.67%.

JTLGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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