JRLLX Mutual Fund

JRLLX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
-2.31%
3 Months
-1.47%
6 Months
+3.25%
YTD
+3.44%
1 Year
+5.45%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.30%
10 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLLX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+7.09%
vs Peers
-3.64%

JRLLX Mutual Fund Performance

JRLLX performance across multiple time periods: 1-month -2.31%, YTD 3.44%, 1-year 5.45%, 3-year 9.90%, 5-year 4.30%, 10-year 6.19%.

JRLLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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