JLDGX Mutual Fund

NAV$9.17

Returns Overview

3 Months
+6.06%
6 Months
+6.06%
YTD
+5.69%
1 Year
+12.32%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.46%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2020 Lifetime Index
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+7.64%
vs Peers
-1.95%

JLDGX Mutual Fund Performance

JLDGX performance across multiple time periods: YTD 5.69%, 1-year 12.32%, 3-year 10.27%, 5-year 4.46%, 10-year 7.13%.

JLDGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

JLDGX performance comparison shows side-by-side returns with another fund. JLDGX alternatives are available in the Mutual Fund Screener.