JRLLX Mutual Fund

NAV$11.70
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Returns Overview

3 Months
+4.79%
6 Months
+5.17%
YTD
+4.98%
1 Year
+10.87%
3 Years (annualized)
+9.57%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLLX 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

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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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+7.64%
vs Peers
-2.66%

JRLLX Mutual Fund Performance

JRLLX performance across multiple time periods: YTD 4.98%, 1-year 10.87%, 3-year 9.57%, 5-year 4.46%, 10-year 6.34%.

JRLLX 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.

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