JALGX Mutual Fund

JALGX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
-2.36%
3 Months
-1.99%
6 Months
+10.38%
YTD
+8.40%
1 Year
+24.67%
3 Years (annualized)
+22.53%
5 Years (annualized)
+15.47%
10 Years (annualized)
+18.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALGX 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)
+8.40%
Peer Avg (YTD)
+6.10%
vs Peers
+2.30%

JALGX Mutual Fund Performance

JALGX performance across multiple time periods: 1-month -2.36%, YTD 8.40%, 1-year 24.67%, 3-year 22.53%, 5-year 15.47%, 10-year 18.48%.

JALGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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