JLBHX Mutual Fund

JLBHX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+1.22%
3 Months
+0.61%
6 Months
+2.22%
YTD
+5.60%
1 Year
+9.66%
3 Years (annualized)
+4.71%
5 Years (annualized)
-3.13%
10 Years (annualized)
-1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBHX 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)
+5.60%
Peer Avg (YTD)
+8.76%
vs Peers
-3.16%

JLBHX Mutual Fund Performance

JLBHX performance across multiple time periods: 1-month 1.22%, YTD 5.60%, 1-year 9.66%, 3-year 4.71%, 5-year -3.13%, 10-year -1.87%.

JLBHX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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