JGLTX Mutual Fund

JGLTX Mutual Fund

NAV$28.19
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Returns Overview

1 Month
+4.14%
3 Months
-2.64%
6 Months
+41.29%
YTD
+30.50%
1 Year
+32.53%
3 Years (annualized)
+31.85%
5 Years (annualized)
+14.82%
10 Years (annualized)
+21.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGLTX 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 All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+30.50%
Peer Avg (YTD)
+16.41%
vs Peers
+14.09%

JGLTX Mutual Fund Performance

JGLTX performance across multiple time periods: 1-month 4.14%, YTD 30.50%, 1-year 32.53%, 3-year 31.85%, 5-year 14.82%, 10-year 21.52%.

JGLTX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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