JLMRX Mutual Fund

JLMRX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
-2.41%
3 Months
-1.69%
6 Months
+4.20%
YTD
+3.69%
1 Year
+5.77%
3 Years (annualized)
+10.41%
5 Years (annualized)
+4.37%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLMRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+2.46%
vs Peers
+1.23%

JLMRX Mutual Fund Performance

JLMRX performance across multiple time periods: 1-month -2.41%, YTD 3.69%, 1-year 5.77%, 3-year 10.41%, 5-year 4.37%, 10-year 6.08%.

JLMRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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