JILGX Mutual Fund

JILGX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
-0.77%
3 Months
-1.08%
6 Months
+1.44%
YTD
+7.84%
1 Year
-1.01%
3 Years (annualized)
+13.12%
5 Years (annualized)
+4.10%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JILGX 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)
+7.84%
Peer Avg (YTD)
+6.22%
vs Peers
+1.62%

JILGX Mutual Fund Performance

JILGX performance across multiple time periods: 1-month -0.77%, YTD 7.84%, 1-year -1.01%, 3-year 13.12%, 5-year 4.10%, 10-year 8.46%.

JILGX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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