JLBKX Mutual Fund

JLBKX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+1.10%
3 Months
+0.37%
6 Months
+1.98%
YTD
+5.24%
1 Year
+9.11%
3 Years (annualized)
+9.39%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.93%

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
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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)
+5.24%
Peer Avg (YTD)
+8.76%
vs Peers
-3.52%

JLBKX Mutual Fund Performance

JLBKX performance across multiple time periods: 1-month 1.10%, YTD 5.24%, 1-year 9.11%, 3-year 9.39%, 5-year 3.78%, 10-year 5.93%.

JLBKX returns trail the peer average of 8.76% 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.