JSLGX Mutual Fund

NAV$16.08

Returns Overview

1 Month
+0.50%
3 Months
+12.72%
6 Months
+11.47%
YTD
+10.70%
1 Year
+20.37%
3 Years (annualized)
+13.70%
5 Years (annualized)
+6.32%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLGX 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 Aggressive Target Allocation Index
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+6.73%
vs Peers
+3.97%

JSLGX Mutual Fund Performance

JSLGX performance across multiple time periods: 1-month 0.50%, YTD 10.70%, 1-year 20.37%, 3-year 13.70%, 5-year 6.32%, 10-year 9.58%.

JSLGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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