JLMRX Mutual Fund

JLMRX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
+1.31%
3 Months
+0.88%
6 Months
+3.00%
YTD
+6.25%
1 Year
+10.18%
3 Years (annualized)
+10.41%
5 Years (annualized)
+4.37%
10 Years (annualized)
+6.08%

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
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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)
+6.25%
Peer Avg (YTD)
+3.78%
vs Peers
+2.47%

JLMRX Mutual Fund Performance

JLMRX performance across multiple time periods: 1-month 1.31%, YTD 6.25%, 1-year 10.18%, 3-year 10.41%, 5-year 4.37%, 10-year 6.08%.

JLMRX returns outperform the peer average of 3.78% 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.