JHBEX Mutual Fund

JHBEX Mutual Fund

NAV$18.43
See how much of JHBEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.20%
3 Months
+1.64%
6 Months
+7.72%
YTD
+12.42%
1 Year
+19.73%
3 Years (annualized)
+17.53%
5 Years (annualized)
+8.50%
10 Years (annualized)
+10.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2045 Lifetime Index
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+8.76%
vs Peers
+3.66%

JHBEX Mutual Fund Performance

JHBEX performance across multiple time periods: 1-month 2.20%, YTD 12.42%, 1-year 19.73%, 3-year 17.53%, 5-year 8.50%, 10-year 10.71%.

JHBEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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