JLBJX Mutual Fund

JLBJX Mutual Fund

NAV$8.18
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Returns Overview

1 Month
+1.22%
3 Months
+0.60%
6 Months
+2.33%
YTD
+5.71%
1 Year
+9.69%
3 Years (annualized)
+4.79%
5 Years (annualized)
-3.08%
10 Years (annualized)
-1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBJX 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)
+5.71%
Peer Avg (YTD)
+8.76%
vs Peers
-3.05%

JLBJX Mutual Fund Performance

JLBJX performance across multiple time periods: 1-month 1.22%, YTD 5.71%, 1-year 9.69%, 3-year 4.79%, 5-year -3.08%, 10-year -1.84%.

JLBJX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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