JLKUX Mutual Fund

JLKUX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
+0.53%
3 Months
+15.13%
6 Months
+13.14%
YTD
+12.21%
1 Year
+18.08%
3 Years (annualized)
+15.82%
5 Years (annualized)
+8.72%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKUX 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
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🏦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)
+12.21%
Peer Avg (YTD)
+7.64%
vs Peers
+4.57%

JLKUX Mutual Fund Performance

JLKUX performance across multiple time periods: 1-month 0.53%, YTD 12.21%, 1-year 18.08%, 3-year 15.82%, 5-year 8.72%, 10-year 11.21%.

JLKUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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