JLBKX Mutual Fund

JLBKX Mutual Fund

NAV$8.24
See how much of JLBKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.61%
3 Months
+0.74%
6 Months
+2.64%
YTD
+4.09%
1 Year
+9.83%
3 Years (annualized)
+8.44%
5 Years (annualized)
+3.72%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBKX 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)
+4.09%
Peer Avg (YTD)
+6.99%
vs Peers
-2.91%

JLBKX Mutual Fund Performance

JLBKX performance across multiple time periods: 1-month -0.61%, YTD 4.09%, 1-year 9.83%, 3-year 8.44%, 5-year 3.72%, 10-year 5.85%.

JLBKX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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