JGLYX Mutual Fund

JGLYX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
-5.90%
3 Months
-12.73%
6 Months
+12.20%
YTD
+9.98%
1 Year
+12.98%
3 Years (annualized)
+13.08%
5 Years (annualized)
+0.87%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGLYX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+10.34%
vs Peers
-0.36%

JGLYX Mutual Fund Performance

JGLYX performance across multiple time periods: 1-month -5.90%, YTD 9.98%, 1-year 12.98%, 3-year 13.08%, 5-year 0.87%, 10-year 12.38%.

JGLYX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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