JALRX Mutual Fund

JALRX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
-2.28%
3 Months
-2.28%
6 Months
+1.81%
YTD
+0.97%
1 Year
+2.36%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALRX 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
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📉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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+2.46%
vs Peers
-1.49%

JALRX Mutual Fund Performance

JALRX performance across multiple time periods: 1-month -2.28%, YTD 0.97%, 1-year 2.36%, 3-year 7.51%, 5-year 2.57%, 10-year 3.92%.

JALRX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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