JRLOX Mutual Fund

JRLOX Mutual Fund

NAV$12.26
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Returns Overview

1 Month
+0.98%
6 Months
+1.32%
YTD
+5.30%
1 Year
+6.71%
3 Years (annualized)
+12.29%
5 Years (annualized)
+5.14%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLOX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+14.77%
vs Peers
-9.47%

JRLOX Mutual Fund Performance

JRLOX performance across multiple time periods: 1-month 0.98%, YTD 5.30%, 1-year 6.71%, 3-year 12.29%, 5-year 5.14%, 10-year 7.00%.

JRLOX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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