JLMRX Mutual Fund

JLMRX Mutual Fund

NAV$12.39
See how much of JLMRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.57%
3 Months
+1.38%
6 Months
+3.46%
YTD
+4.87%
1 Year
+10.76%
3 Years (annualized)
+9.31%
5 Years (annualized)
+4.29%
10 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLMRX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+3.39%
vs Peers
+1.48%

JLMRX Mutual Fund Performance

JLMRX performance across multiple time periods: 1-month -0.57%, YTD 4.87%, 1-year 10.76%, 3-year 9.31%, 5-year 4.29%, 10-year 5.94%.

JLMRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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