JRLOX Mutual Fund

JRLOX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
-2.32%
3 Months
-1.37%
6 Months
+4.18%
YTD
+4.27%
1 Year
+6.47%
3 Years (annualized)
+10.69%
5 Years (annualized)
+5.48%
10 Years (annualized)
+7.03%

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)
+4.27%
Peer Avg (YTD)
+7.09%
vs Peers
-2.81%

JRLOX Mutual Fund Performance

JRLOX performance across multiple time periods: 1-month -2.32%, YTD 4.27%, 1-year 6.47%, 3-year 10.69%, 5-year 5.48%, 10-year 7.03%.

JRLOX returns trail the peer average of 7.09% 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.