JRLDX Mutual Fund

JRLDX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
-0.36%
3 Months
+0.82%
6 Months
+2.61%
YTD
+3.97%
1 Year
+9.15%
3 Years (annualized)
+8.21%
5 Years (annualized)
+3.87%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLDX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+6.99%
vs Peers
-3.02%

JRLDX Mutual Fund Performance

JRLDX performance across multiple time periods: 1-month -0.36%, YTD 3.97%, 1-year 9.15%, 3-year 8.21%, 5-year 3.87%, 10-year 5.52%.

JRLDX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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