JHBAX Mutual Fund

JHBAX Mutual Fund

NAV$17.63
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Returns Overview

1 Month
-0.58%
3 Months
+2.93%
6 Months
+6.69%
YTD
+9.05%
1 Year
+18.72%
3 Years (annualized)
+14.30%
5 Years (annualized)
+7.59%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHBAX 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 2040 Lifetime Index
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+6.99%
vs Peers
+2.06%

JHBAX Mutual Fund Performance

JHBAX performance across multiple time periods: 1-month -0.58%, YTD 9.05%, 1-year 18.72%, 3-year 14.30%, 5-year 7.59%, 10-year 10.16%.

JHBAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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