JLKTX Mutual Fund

JLKTX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
-1.91%
3 Months
-1.39%
6 Months
+13.51%
YTD
+10.64%
1 Year
+14.44%
3 Years (annualized)
+17.81%
5 Years (annualized)
+8.16%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKTX 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
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+7.09%
vs Peers
+3.55%

JLKTX Mutual Fund Performance

JLKTX performance across multiple time periods: 1-month -1.91%, YTD 10.64%, 1-year 14.44%, 3-year 17.81%, 5-year 8.16%, 10-year 11.25%.

JLKTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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