JRLFX Mutual Fund

JRLFX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-2.34%
3 Months
-1.63%
6 Months
+2.17%
YTD
+2.55%
1 Year
+4.36%
3 Years (annualized)
+8.92%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLFX 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
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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
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+7.09%
vs Peers
-4.53%

JRLFX Mutual Fund Performance

JRLFX performance across multiple time periods: 1-month -2.34%, YTD 2.55%, 1-year 4.36%, 3-year 8.92%, 5-year 3.78%, 10-year 5.40%.

JRLFX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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