JLCGX Mutual Fund

JLCGX Mutual Fund

NAV$10.59
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Returns Overview

1 Month
-2.35%
3 Months
-2.26%
6 Months
+1.69%
YTD
+1.06%
1 Year
+2.62%
3 Years (annualized)
+7.99%
5 Years (annualized)
+2.98%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCGX 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 Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+2.46%
vs Peers
-1.39%

JLCGX Mutual Fund Performance

JLCGX performance across multiple time periods: 1-month -2.35%, YTD 1.06%, 1-year 2.62%, 3-year 7.99%, 5-year 2.98%, 10-year 4.26%.

JLCGX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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