JLPCX Mutual Fund

NAV$17.77

Returns Overview

1 Month
+0.06%
3 Months
+14.88%
6 Months
+7.02%
YTD
+6.58%
1 Year
+16.16%
3 Years (annualized)
+22.51%
5 Years (annualized)
+26.06%
10 Years (annualized)
+30.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLPCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+9.51%
vs Peers
-2.93%

JLPCX Mutual Fund Performance

JLPCX performance across multiple time periods: 1-month 0.06%, YTD 6.58%, 1-year 16.16%, 3-year 22.51%, 5-year 26.06%, 10-year 30.67%.

JLPCX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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