JLKNX Mutual Fund

JLKNX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
+2.17%
3 Months
+0.87%
6 Months
+7.81%
YTD
+12.41%
1 Year
+19.84%
3 Years (annualized)
+17.72%
5 Years (annualized)
+7.90%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKNX 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)
+12.41%
Peer Avg (YTD)
+8.76%
vs Peers
+3.65%

JLKNX Mutual Fund Performance

JLKNX performance across multiple time periods: 1-month 2.17%, YTD 12.41%, 1-year 19.84%, 3-year 17.72%, 5-year 7.90%, 10-year 10.84%.

JLKNX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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