JACQX Mutual Fund

NAV$9.60

Returns Overview

3 Months
-3.94%
6 Months
+0.31%
YTD
+5.87%
1 Year
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
John Hancock 2050 Preservation Index
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+4.61%
vs Peers
+1.26%

JACQX Mutual Fund Performance

JACQX performance across multiple time periods: YTD 5.87%, 1-year 14.82%.

JACQX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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