JRLDX Mutual Fund

JRLDX Mutual Fund

NAV$10.94
See how much of JRLDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.25%
3 Months
-1.63%
6 Months
+2.26%
YTD
+2.65%
1 Year
+4.46%
3 Years (annualized)
+9.02%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLDX 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 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+7.09%
vs Peers
-4.44%

JRLDX Mutual Fund Performance

JRLDX performance across multiple time periods: 1-month -2.25%, YTD 2.65%, 1-year 4.46%, 3-year 9.02%, 5-year 3.93%, 10-year 5.31%.

JRLDX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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