JRLIX Mutual Fund

JRLIX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-0.43%
3 Months
+1.05%
6 Months
+3.04%
YTD
+4.53%
1 Year
+10.14%
3 Years (annualized)
+8.82%
5 Years (annualized)
+4.18%
10 Years (annualized)
+6.33%

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
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📉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)
+6.99%
vs Peers
-2.46%

JRLIX Mutual Fund Performance

JRLIX performance across multiple time periods: 1-month -0.43%, YTD 4.53%, 1-year 10.14%, 3-year 8.82%, 5-year 4.18%, 10-year 6.33%.

JRLIX returns trail the peer average of 6.99% 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.