JLDIX Mutual Fund

JLDIX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
+1.32%
3 Months
+0.66%
6 Months
+2.80%
YTD
+6.50%
1 Year
+10.87%
3 Years (annualized)
+10.72%
5 Years (annualized)
+4.49%
10 Years (annualized)
+7.08%

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
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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)
+6.50%
Peer Avg (YTD)
+8.76%
vs Peers
-2.26%

JLDIX Mutual Fund Performance

JLDIX performance across multiple time periods: 1-month 1.32%, YTD 6.50%, 1-year 10.87%, 3-year 10.72%, 5-year 4.49%, 10-year 7.08%.

JLDIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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