JHLVX Mutual Fund

JHLVX Mutual Fund

NAV$51.97
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Returns Overview

1 Month
+3.41%
3 Months
+3.17%
6 Months
+9.45%
YTD
+6.45%
1 Year
+11.47%
3 Years (annualized)
+27.83%
5 Years (annualized)
+17.39%
10 Years (annualized)
+19.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHLVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+11.21%
vs Peers
-4.76%

JHLVX Mutual Fund Performance

JHLVX performance across multiple time periods: 1-month 3.41%, YTD 6.45%, 1-year 11.47%, 3-year 27.83%, 5-year 17.39%, 10-year 19.82%.

JHLVX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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