JRLHX Mutual Fund

NAV$11.14

Returns Overview

3 Months
+3.95%
6 Months
+4.54%
YTD
+4.34%
1 Year
+9.79%
3 Years (annualized)
+8.86%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.81%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+7.64%
vs Peers
-3.30%

JRLHX Mutual Fund Performance

JRLHX performance across multiple time periods: YTD 4.34%, 1-year 9.79%, 3-year 8.86%, 5-year 4.14%, 10-year 5.81%.

JRLHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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