JSLGX Mutual Fund

JSLGX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
-2.30%
3 Months
-1.93%
6 Months
+10.54%
YTD
+8.56%
1 Year
+25.04%
3 Years (annualized)
+22.88%
5 Years (annualized)
+15.81%
10 Years (annualized)
+18.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLGX 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
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+6.10%
vs Peers
+2.46%

JSLGX Mutual Fund Performance

JSLGX performance across multiple time periods: 1-month -2.30%, YTD 8.56%, 1-year 25.04%, 3-year 22.88%, 5-year 15.81%, 10-year 18.81%.

JSLGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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