JLGRX Mutual Fund

JLGRX Mutual Fund

NAV$83.04
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Returns Overview

1 Month
-5.05%
3 Months
+1.57%
6 Months
-0.60%
YTD
+0.39%
1 Year
-3.85%
3 Years (annualized)
+21.38%
5 Years (annualized)
+9.45%
10 Years (annualized)
+18.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLGRX 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)
+0.39%
Peer Avg (YTD)
+5.14%
vs Peers
-4.75%

JLGRX Mutual Fund Performance

JLGRX performance across multiple time periods: 1-month -5.05%, YTD 0.39%, 1-year -3.85%, 3-year 21.38%, 5-year 9.45%, 10-year 18.79%.

JLGRX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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