JLDIX Mutual Fund

NAV$9.20

Returns Overview

1 Month
+0.11%
3 Months
+6.16%
6 Months
+6.29%
YTD
+5.92%
1 Year
+12.69%
3 Years (annualized)
+10.51%
5 Years (annualized)
+4.71%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDIX 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
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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)
+5.92%
Peer Avg (YTD)
+7.64%
vs Peers
-1.72%

JLDIX Mutual Fund Performance

JLDIX performance across multiple time periods: 1-month 0.11%, YTD 5.92%, 1-year 12.69%, 3-year 10.51%, 5-year 4.71%, 10-year 7.40%.

JLDIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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