JRLPX Mutual Fund

JRLPX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-0.40%
3 Months
+1.23%
6 Months
+3.54%
YTD
+5.13%
1 Year
+11.27%
3 Years (annualized)
+9.30%
5 Years (annualized)
+4.29%
10 Years (annualized)
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLPX 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)
+5.13%
Peer Avg (YTD)
+6.99%
vs Peers
-1.86%

JRLPX Mutual Fund Performance

JRLPX performance across multiple time periods: 1-month -0.40%, YTD 5.13%, 1-year 11.27%, 3-year 9.30%, 5-year 4.29%, 10-year 6.54%.

JRLPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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