JACUX Mutual Fund

JACUX Mutual Fund

NAV$10.68
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Returns Overview

3 Months
-2.88%
6 Months
+1.20%
YTD
+6.68%
1 Year
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACUX 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
John Hancock 2045 Preservation Index
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+4.61%
vs Peers
+2.07%

JACUX Mutual Fund Performance

JACUX performance across multiple time periods: YTD 6.68%, 1-year 15.50%.

JACUX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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