JRLKX Mutual Fund

NAV$11.63

Returns Overview

1 Month
-0.09%
3 Months
+4.71%
6 Months
+5.00%
YTD
+4.81%
1 Year
+10.66%
3 Years (annualized)
+9.27%
5 Years (annualized)
+4.19%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLKX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+7.64%
vs Peers
-2.83%

JRLKX Mutual Fund Performance

JRLKX performance across multiple time periods: 1-month -0.09%, YTD 4.81%, 1-year 10.66%, 3-year 9.27%, 5-year 4.19%, 10-year 5.88%.

JRLKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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