JRLDX Mutual Fund

NAV$11.12
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

3 Months
+3.95%
6 Months
+4.55%
YTD
+4.35%
1 Year
+9.75%
3 Years (annualized)
+8.82%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+7.64%
vs Peers
-3.29%

JRLDX Mutual Fund Performance

JRLDX performance across multiple time periods: YTD 4.35%, 1-year 9.75%, 3-year 8.82%, 5-year 4.11%, 10-year 5.46%.

JRLDX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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