JLKSX Mutual Fund

JLKSX Mutual Fund

NAV$14.36
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Returns Overview

1 Month
-1.48%
3 Months
-1.21%
6 Months
+2.09%
YTD
+9.00%
1 Year
+11.01%
3 Years (annualized)
+19.52%
5 Years (annualized)
+7.21%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKSX 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)
+9.00%
Peer Avg (YTD)
+6.70%
vs Peers
+2.30%

JLKSX Mutual Fund Performance

JLKSX performance across multiple time periods: 1-month -1.48%, YTD 9.00%, 1-year 11.01%, 3-year 19.52%, 5-year 7.21%, 10-year 10.95%.

JLKSX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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