JQLAX Mutual Fund

JQLAX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
-1.17%
3 Months
-1.35%
6 Months
+1.51%
YTD
+8.86%
1 Year
+11.04%
3 Years (annualized)
+18.66%
5 Years (annualized)
+6.67%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JQLAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+6.20%
vs Peers
+2.66%

JQLAX Mutual Fund Performance

JQLAX performance across multiple time periods: 1-month -1.17%, YTD 8.86%, 1-year 11.04%, 3-year 18.66%, 5-year 6.67%, 10-year 10.45%.

JQLAX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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