JLKLX Mutual Fund

JLKLX Mutual Fund

NAV$14.54
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Returns Overview

1 Month
-1.56%
3 Months
-1.36%
6 Months
+1.89%
YTD
+8.66%
1 Year
+10.55%
3 Years (annualized)
+19.60%
5 Years (annualized)
+7.12%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKLX 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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+14.77%
vs Peers
-6.11%

JLKLX Mutual Fund Performance

JLKLX performance across multiple time periods: 1-month -1.56%, YTD 8.66%, 1-year 10.55%, 3-year 19.60%, 5-year 7.12%, 10-year 10.68%.

JLKLX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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