JQLBX Mutual Fund

NAV$14.83

Returns Overview

1 Month
+0.40%
3 Months
+9.85%
6 Months
+8.81%
YTD
+8.25%
1 Year
+15.94%
3 Years (annualized)
+11.31%
5 Years (annualized)
+4.90%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JQLBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+5.87%
vs Peers
+2.38%

JQLBX Mutual Fund Performance

JQLBX performance across multiple time periods: 1-month 0.40%, YTD 8.25%, 1-year 15.94%, 3-year 11.31%, 5-year 4.90%, 10-year 7.67%.

JQLBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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