JRLIX Mutual Fund

JRLIX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
+1.14%
6 Months
+1.05%
YTD
+4.53%
1 Year
+5.77%
3 Years (annualized)
+11.23%
5 Years (annualized)
+3.96%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLIX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+6.70%
vs Peers
-2.17%

JRLIX Mutual Fund Performance

JRLIX performance across multiple time periods: 1-month 1.14%, YTD 4.53%, 1-year 5.77%, 3-year 11.23%, 5-year 3.96%, 10-year 6.43%.

JRLIX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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