JHLMX Mutual Fund

NAV$13.34

Returns Overview

1 Month
+0.36%
3 Months
+7.11%
6 Months
+6.39%
YTD
+6.05%
1 Year
+12.39%
3 Years (annualized)
+9.76%
5 Years (annualized)
+5.42%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHLMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+4.14%
vs Peers
+1.91%

JHLMX Mutual Fund Performance

JHLMX performance across multiple time periods: 1-month 0.36%, YTD 6.05%, 1-year 12.39%, 3-year 9.76%, 5-year 5.42%, 10-year 6.75%.

JHLMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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