JRLPX Mutual Fund

JRLPX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
+1.30%
3 Months
+0.81%
6 Months
+2.89%
YTD
+6.50%
1 Year
+10.49%
3 Years (annualized)
+10.43%
5 Years (annualized)
+4.37%
10 Years (annualized)
+6.68%

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)
+6.50%
Peer Avg (YTD)
+8.76%
vs Peers
-2.26%

JRLPX Mutual Fund Performance

JRLPX performance across multiple time periods: 1-month 1.30%, YTD 6.50%, 1-year 10.49%, 3-year 10.43%, 5-year 4.37%, 10-year 6.68%.

JRLPX returns trail the peer average of 8.76% 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.