JLBGX Mutual Fund

JLBGX Mutual Fund

NAV$8.34
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Returns Overview

3 Months
+5.20%
6 Months
+5.34%
YTD
+5.07%
1 Year
+11.21%
3 Years (annualized)
+9.66%
5 Years (annualized)
+4.36%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBGX 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)
+5.07%
Peer Avg (YTD)
+7.64%
vs Peers
-2.57%

JLBGX Mutual Fund Performance

JLBGX performance across multiple time periods: YTD 5.07%, 1-year 11.21%, 3-year 9.66%, 5-year 4.36%, 10-year 6.58%.

JLBGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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