JACIX Mutual Fund

NAV$9.54

Returns Overview

3 Months
-5.37%
6 Months
+0.48%
YTD
+7.22%
1 Year
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2055 Preservation Index
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+2.30%
vs Peers
+4.91%

JACIX Mutual Fund Performance

JACIX performance across multiple time periods: YTD 7.22%, 1-year 11.09%.

JACIX returns outperform the peer average of 2.30% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

JACIX performance comparison shows side-by-side returns with another fund. JACIX alternatives are available in the Mutual Fund Screener.