JRLFX Mutual Fund

JRLFX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
-0.09%
3 Months
+3.86%
6 Months
+4.45%
YTD
+4.25%
1 Year
+9.55%
3 Years (annualized)
+8.64%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLFX 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)
+4.25%
Peer Avg (YTD)
+7.64%
vs Peers
-3.39%

JRLFX Mutual Fund Performance

JRLFX performance across multiple time periods: 1-month -0.09%, YTD 4.25%, 1-year 9.55%, 3-year 8.64%, 5-year 3.93%, 10-year 5.32%.

JRLFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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