JLGZX Mutual Fund

JLGZX Mutual Fund

NAV$77.44
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Returns Overview

1 Month
+3.19%
3 Months
-1.91%
6 Months
+15.20%
YTD
+5.22%
1 Year
+3.14%
3 Years (annualized)
+17.97%
5 Years (annualized)
+11.02%
10 Years (annualized)
+24.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGZX 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)
+5.22%
Peer Avg (YTD)
+8.67%
vs Peers
-3.45%

JLGZX Mutual Fund Performance

JLGZX performance across multiple time periods: 1-month 3.19%, YTD 5.22%, 1-year 3.14%, 3-year 17.97%, 5-year 11.02%, 10-year 24.37%.

JLGZX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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