JLGOX Mutual Fund

JLGOX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
-2.32%
3 Months
-0.83%
6 Months
+10.17%
YTD
+9.09%
1 Year
+10.27%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.32%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+6.10%
vs Peers
+2.99%

JLGOX Mutual Fund Performance

JLGOX performance across multiple time periods: 1-month -2.32%, YTD 9.09%, 1-year 10.27%, 3-year 15.17%, 5-year 7.32%, 10-year 9.53%.

JLGOX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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