JTLRX Mutual Fund

NAV$12.54

Returns Overview

1 Month
+0.24%
3 Months
+4.28%
6 Months
+3.68%
YTD
+3.51%
1 Year
+8.13%
3 Years (annualized)
+7.94%
5 Years (annualized)
+3.15%
10 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTLRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+4.14%
vs Peers
-0.63%

JTLRX Mutual Fund Performance

JTLRX performance across multiple time periods: 1-month 0.24%, YTD 3.51%, 1-year 8.13%, 3-year 7.94%, 5-year 3.15%, 10-year 4.48%.

JTLRX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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