JTLGX Mutual Fund

JTLGX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-2.28%
3 Months
-1.86%
6 Months
+10.62%
YTD
+8.72%
1 Year
+25.40%
3 Years (annualized)
+23.30%
5 Years (annualized)
+16.21%
10 Years (annualized)
+19.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTLGX 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)
+8.72%
Peer Avg (YTD)
+6.10%
vs Peers
+2.62%

JTLGX Mutual Fund Performance

JTLGX performance across multiple time periods: 1-month -2.28%, YTD 8.72%, 1-year 25.40%, 3-year 23.30%, 5-year 16.21%, 10-year 19.22%.

JTLGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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