JELGX Mutual Fund

JELGX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
-2.29%
3 Months
-1.82%
6 Months
+7.55%
YTD
+5.08%
1 Year
+8.00%
3 Years (annualized)
+12.35%
5 Years (annualized)
+5.56%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JELGX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+4.97%
vs Peers
+0.12%

JELGX Mutual Fund Performance

JELGX performance across multiple time periods: 1-month -2.29%, YTD 5.08%, 1-year 8.00%, 3-year 12.35%, 5-year 5.56%, 10-year 6.83%.

JELGX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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