JHBEX Mutual Fund

JHBEX Mutual Fund

NAV$18.66
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Returns Overview

1 Month
+0.05%
3 Months
+12.50%
6 Months
+11.40%
YTD
+10.66%
1 Year
+22.14%
3 Years (annualized)
+16.96%
5 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHBEX 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 Lifetime Index
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+7.64%
vs Peers
+3.02%

JHBEX Mutual Fund Performance

JHBEX performance across multiple time periods: 1-month 0.05%, YTD 10.66%, 1-year 22.14%, 3-year 16.96%, 5-year 8.75%.

JHBEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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