JACZX Mutual Fund

NAV$9.44

Returns Overview

3 Months
-1.59%
6 Months
-0.68%
YTD
+2.37%
1 Year
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACZX 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 2025 Preservation Index
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+4.61%
vs Peers
-2.24%

JACZX Mutual Fund Performance

JACZX performance across multiple time periods: YTD 2.37%, 1-year 6.83%.

JACZX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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