JRLFX Mutual Fund

JRLFX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
+1.29%
6 Months
+0.73%
YTD
+3.88%
1 Year
+5.03%
3 Years (annualized)
+10.16%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.28%

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
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
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+6.70%
vs Peers
-2.82%

JRLFX Mutual Fund Performance

JRLFX performance across multiple time periods: 1-month 1.29%, YTD 3.88%, 1-year 5.03%, 3-year 10.16%, 5-year 3.55%, 10-year 5.28%.

JRLFX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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