JRLHX Mutual Fund

JRLHX Mutual Fund

NAV$11.14
See how much of JRLHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+0.82%
6 Months
+2.61%
YTD
+3.97%
1 Year
+9.18%
3 Years (annualized)
+8.24%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLHX 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

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
-3.03%

JRLHX Mutual Fund Performance

JRLHX performance across multiple time periods: 1-month -0.36%, YTD 3.97%, 1-year 9.18%, 3-year 8.24%, 5-year 3.90%, 10-year 5.56%.

JRLHX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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