JLGQX Mutual Fund

JLGQX Mutual Fund

NAV$87.10
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Returns Overview

1 Month
+3.23%
3 Months
-1.79%
6 Months
+15.48%
YTD
+5.60%
1 Year
+3.65%
3 Years (annualized)
+18.56%
5 Years (annualized)
+9.87%
10 Years (annualized)
+18.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGQX 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)
+5.60%
Peer Avg (YTD)
+8.68%
vs Peers
-3.08%

JLGQX Mutual Fund Performance

JLGQX performance across multiple time periods: 1-month 3.23%, YTD 5.60%, 1-year 3.65%, 3-year 18.56%, 5-year 9.87%, 10-year 18.37%.

JLGQX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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