JLGSX Mutual Fund

JLGSX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
-2.31%
3 Months
-0.76%
6 Months
+10.29%
YTD
+9.14%
1 Year
+12.58%
3 Years (annualized)
+15.98%
5 Years (annualized)
+7.80%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGSX 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
PROUpgrade to run
🏦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)
+9.14%
Peer Avg (YTD)
+6.10%
vs Peers
+3.04%

JLGSX Mutual Fund Performance

JLGSX performance across multiple time periods: 1-month -2.31%, YTD 9.14%, 1-year 12.58%, 3-year 15.98%, 5-year 7.80%, 10-year 9.80%.

JLGSX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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