JHLVX Mutual Fund

JHLVX Mutual Fund

NAV$53.90
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Returns Overview

1 Month
-3.02%
3 Months
+9.61%
6 Months
+0.32%
YTD
+0.06%
1 Year
+8.19%
3 Years (annualized)
+15.74%
5 Years (annualized)
+11.49%
10 Years (annualized)
+16.61%

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)
+0.06%
Peer Avg (YTD)
+9.51%
vs Peers
-9.45%

JHLVX Mutual Fund Performance

JHLVX performance across multiple time periods: 1-month -3.02%, YTD 0.06%, 1-year 8.19%, 3-year 15.74%, 5-year 11.49%, 10-year 16.61%.

JHLVX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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