JLBGX Mutual Fund

JLBGX Mutual Fund

NAV$8.21
See how much of JLBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.22%
3 Months
+0.48%
6 Months
+2.21%
YTD
+5.58%
1 Year
+9.41%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.15%
10 Years (annualized)
+6.30%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2015 Lifetime Index
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+8.76%
vs Peers
-3.18%

JLBGX Mutual Fund Performance

JLBGX performance across multiple time periods: 1-month 1.22%, YTD 5.58%, 1-year 9.41%, 3-year 9.79%, 5-year 4.15%, 10-year 6.30%.

JLBGX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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