JLDEX Mutual Fund

JLDEX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-0.77%
3 Months
+1.01%
6 Months
+3.08%
YTD
+4.76%
1 Year
+10.93%
3 Years (annualized)
+9.07%
5 Years (annualized)
+3.92%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDEX 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 2020 Lifetime Index
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+6.99%
vs Peers
-2.24%

JLDEX Mutual Fund Performance

JLDEX performance across multiple time periods: 1-month -0.77%, YTD 4.76%, 1-year 10.93%, 3-year 9.07%, 5-year 3.92%, 10-year 6.48%.

JLDEX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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