JTLGX Mutual Fund

JTLGX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
+0.50%
3 Months
+12.72%
6 Months
+11.55%
YTD
+10.78%
1 Year
+20.64%
3 Years (annualized)
+13.95%
5 Years (annualized)
+6.55%
10 Years (annualized)
+9.83%

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
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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)
+10.78%
Peer Avg (YTD)
+6.73%
vs Peers
+4.06%

JTLGX Mutual Fund Performance

JTLGX performance across multiple time periods: 1-month 0.50%, YTD 10.78%, 1-year 20.64%, 3-year 13.95%, 5-year 6.55%, 10-year 9.83%.

JTLGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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