JLKLX Mutual Fund

JLKLX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
+2.17%
3 Months
+0.94%
6 Months
+7.87%
YTD
+12.55%
1 Year
+19.99%
3 Years (annualized)
+17.85%
5 Years (annualized)
+8.02%
10 Years (annualized)
+10.92%

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
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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)
+12.55%
Peer Avg (YTD)
+8.76%
vs Peers
+3.79%

JLKLX Mutual Fund Performance

JLKLX performance across multiple time periods: 1-month 2.17%, YTD 12.55%, 1-year 19.99%, 3-year 17.85%, 5-year 8.02%, 10-year 10.92%.

JLKLX returns outperform the peer average of 8.76% 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.