JRLKX Mutual Fund

JRLKX Mutual Fund

NAV$11.44
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Returns Overview

1 Month
+1.13%
3 Months
+0.69%
6 Months
+2.28%
YTD
+5.62%
1 Year
+9.20%
3 Years (annualized)
+9.60%
5 Years (annualized)
+4.02%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLKX 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)
+5.62%
Peer Avg (YTD)
+8.76%
vs Peers
-3.14%

JRLKX Mutual Fund Performance

JRLKX performance across multiple time periods: 1-month 1.13%, YTD 5.62%, 1-year 9.20%, 3-year 9.60%, 5-year 4.02%, 10-year 5.97%.

JRLKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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