JALRX Mutual Fund

NAV$12.61

Returns Overview

1 Month
+0.15%
3 Months
+4.18%
6 Months
+3.40%
YTD
+3.32%
1 Year
+7.73%
3 Years (annualized)
+7.54%
5 Years (annualized)
+2.77%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALRX 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
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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 Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+4.14%
vs Peers
-0.82%

JALRX Mutual Fund Performance

JALRX performance across multiple time periods: 1-month 0.15%, YTD 3.32%, 1-year 7.73%, 3-year 7.54%, 5-year 2.77%, 10-year 4.11%.

JALRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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