JLKUX Mutual Fund

JLKUX Mutual Fund

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Returns Overview

1 Month
-1.98%
3 Months
-1.46%
6 Months
+13.45%
YTD
+10.57%
1 Year
+14.34%
3 Years (annualized)
+16.44%
5 Years (annualized)
+7.41%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKUX 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)
+10.57%
Peer Avg (YTD)
+7.10%
vs Peers
+3.47%

JLKUX Mutual Fund Performance

JLKUX performance across multiple time periods: 1-month -1.98%, YTD 10.57%, 1-year 14.34%, 3-year 16.44%, 5-year 7.41%, 10-year 10.81%.

JLKUX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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