JLGPX Mutual Fund

JLGPX Mutual Fund

NAV$84.71
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Returns Overview

1 Month
+3.21%
3 Months
-1.85%
6 Months
+15.34%
YTD
+5.41%
1 Year
+3.39%
3 Years (annualized)
+18.26%
5 Years (annualized)
+9.60%
10 Years (annualized)
+18.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGPX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+8.68%
vs Peers
-3.27%

JLGPX Mutual Fund Performance

JLGPX performance across multiple time periods: 1-month 3.21%, YTD 5.41%, 1-year 3.39%, 3-year 18.26%, 5-year 9.60%, 10-year 18.08%.

JLGPX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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