JCLGX Mutual Fund

JCLGX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-2.37%
3 Months
-2.13%
6 Months
+10.05%
YTD
+7.85%
1 Year
+23.24%
3 Years (annualized)
+20.96%
5 Years (annualized)
+14.00%
10 Years (annualized)
+16.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLGX 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)
+7.85%
Peer Avg (YTD)
+6.10%
vs Peers
+1.75%

JCLGX Mutual Fund Performance

JCLGX performance across multiple time periods: 1-month -2.37%, YTD 7.85%, 1-year 23.24%, 3-year 20.96%, 5-year 14.00%, 10-year 16.96%.

JCLGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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