JQLMX Mutual Fund

NAV$13.36

Returns Overview

1 Month
+0.30%
3 Months
+6.93%
6 Months
+6.16%
YTD
+5.75%
1 Year
+11.74%
3 Years (annualized)
+9.22%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JQLMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+4.14%
vs Peers
+1.60%

JQLMX Mutual Fund Performance

JQLMX performance across multiple time periods: 1-month 0.30%, YTD 5.75%, 1-year 11.74%, 3-year 9.22%, 5-year 3.78%, 10-year 5.82%.

JQLMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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