JLMRX Mutual Fund

NAV$12.14

Returns Overview

1 Month
-1.06%
3 Months
+0.33%
6 Months
+1.76%
YTD
+3.32%
1 Year
+11.79%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.59%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLMRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+4.14%
vs Peers
-0.82%

JLMRX Mutual Fund Performance

JLMRX performance across multiple time periods: 1-month -1.06%, YTD 3.32%, 1-year 11.79%, 3-year 10.10%, 5-year 4.59%, 10-year 6.21%.

JLMRX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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