JRLIX Mutual Fund

JRLIX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-2.31%
3 Months
-1.55%
6 Months
+3.26%
YTD
+3.35%
1 Year
+5.32%
3 Years (annualized)
+9.82%
5 Years (annualized)
+4.25%
10 Years (annualized)
+6.45%

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)
+3.35%
Peer Avg (YTD)
+7.09%
vs Peers
-3.74%

JRLIX Mutual Fund Performance

JRLIX performance across multiple time periods: 1-month -2.31%, YTD 3.35%, 1-year 5.32%, 3-year 9.82%, 5-year 4.25%, 10-year 6.45%.

JRLIX returns trail the peer average of 7.09% 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.