JHLAX Mutual Fund

JHLAX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
-1.35%
3 Months
+2.00%
6 Months
+4.87%
YTD
+7.01%
1 Year
+14.41%
3 Years (annualized)
+10.51%
5 Years (annualized)
+6.35%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHLAX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+5.54%
vs Peers
+1.48%

JHLAX Mutual Fund Performance

JHLAX performance across multiple time periods: 1-month -1.35%, YTD 7.01%, 1-year 14.41%, 3-year 10.51%, 5-year 6.35%, 10-year 8.91%.

JHLAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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