JLBAX Mutual Fund

JLBAX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-0.60%
3 Months
+0.74%
6 Months
+2.62%
YTD
+4.18%
1 Year
+9.84%
3 Years (annualized)
+8.56%
5 Years (annualized)
+3.80%
10 Years (annualized)
+5.94%

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)
+4.18%
Peer Avg (YTD)
+6.99%
vs Peers
-2.81%

JLBAX Mutual Fund Performance

JLBAX performance across multiple time periods: 1-month -0.60%, YTD 4.18%, 1-year 9.84%, 3-year 8.56%, 5-year 3.80%, 10-year 5.94%.

JLBAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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