JLKLX Mutual Fund

JLKLX Mutual Fund

NAV$15.07
See how much of JLKLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
+3.29%
6 Months
+7.43%
YTD
+10.16%
1 Year
+20.32%
3 Years (annualized)
+15.76%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.16%
Peer Avg (YTD)
+6.99%
vs Peers
+3.16%

JLKLX Mutual Fund Performance

JLKLX performance across multiple time periods: 1-month -1.67%, YTD 10.16%, 1-year 20.32%, 3-year 15.76%, 5-year 8.00%, 10-year 10.75%.

JLKLX returns outperform the peer average of 6.99% 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.