JLAEX Mutual Fund

JLAEX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
-0.49%
3 Months
+0.49%
6 Months
+2.12%
YTD
+3.54%
1 Year
+8.76%
3 Years (annualized)
+7.79%
5 Years (annualized)
+3.50%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLAEX 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
John Hancock 2010
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+6.99%
vs Peers
-3.45%

JLAEX Mutual Fund Performance

JLAEX performance across multiple time periods: 1-month -0.49%, YTD 3.54%, 1-year 8.76%, 3-year 7.79%, 5-year 3.50%, 10-year 5.35%.

JLAEX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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