JALGX Mutual Fund

NAV$15.96

Returns Overview

1 Month
+0.44%
3 Months
+12.62%
6 Months
+11.37%
YTD
+10.61%
1 Year
+20.16%
3 Years (annualized)
+13.54%
5 Years (annualized)
+6.16%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+6.73%
vs Peers
+3.88%

JALGX Mutual Fund Performance

JALGX performance across multiple time periods: 1-month 0.44%, YTD 10.61%, 1-year 20.16%, 3-year 13.54%, 5-year 6.16%, 10-year 9.43%.

JALGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

JALGX performance comparison shows side-by-side returns with another fund. JALGX alternatives are available in the Mutual Fund Screener.