JTLRX Mutual Fund

JTLRX Mutual Fund

NAV$12.59
See how much of JTLRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.80%
3 Months
+0.64%
6 Months
+1.78%
YTD
+2.69%
1 Year
+7.00%
3 Years (annualized)
+7.24%
5 Years (annualized)
+2.86%
10 Years (annualized)
+4.23%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+3.39%
vs Peers
-0.70%

JTLRX Mutual Fund Performance

JTLRX performance across multiple time periods: 1-month -0.80%, YTD 2.69%, 1-year 7.00%, 3-year 7.24%, 5-year 2.86%, 10-year 4.23%.

JTLRX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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