JLKUX Mutual Fund

JLKUX Mutual Fund

NAV$15.15
See how much of JLKUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.73%
3 Months
+3.35%
6 Months
+7.55%
YTD
+10.28%
1 Year
+20.64%
3 Years (annualized)
+16.16%
5 Years (annualized)
+8.39%
10 Years (annualized)
+11.14%

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
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)
+10.28%
Peer Avg (YTD)
+6.99%
vs Peers
+3.28%

JLKUX Mutual Fund Performance

JLKUX performance across multiple time periods: 1-month -1.73%, YTD 10.28%, 1-year 20.64%, 3-year 16.16%, 5-year 8.39%, 10-year 11.14%.

JLKUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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