JRLOX Mutual Fund

JRLOX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-0.40%
3 Months
+1.32%
6 Months
+3.62%
YTD
+5.30%
1 Year
+11.46%
3 Years (annualized)
+9.53%
5 Years (annualized)
+5.41%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLOX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+6.99%
vs Peers
-1.69%

JRLOX Mutual Fund Performance

JRLOX performance across multiple time periods: 1-month -0.40%, YTD 5.30%, 1-year 11.46%, 3-year 9.53%, 5-year 5.41%, 10-year 6.90%.

JRLOX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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