JLBAX Mutual Fund

JLBAX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-0.12%
3 Months
+4.95%
6 Months
+5.08%
YTD
+4.82%
1 Year
+10.93%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.07%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBAX 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 2015 Lifetime Index
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+7.64%
vs Peers
-2.82%

JLBAX Mutual Fund Performance

JLBAX performance across multiple time periods: 1-month -0.12%, YTD 4.82%, 1-year 10.93%, 3-year 9.32%, 5-year 4.07%, 10-year 6.28%.

JLBAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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