JLEAX Mutual Fund

NAV$10.23

Returns Overview

3 Months
+6.96%
6 Months
+6.85%
YTD
+6.51%
1 Year
+13.63%
3 Years (annualized)
+11.02%
5 Years (annualized)
+4.64%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLEAX 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 2025 Lifetime Index
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+7.64%
vs Peers
-1.13%

JLEAX Mutual Fund Performance

JLEAX performance across multiple time periods: YTD 6.51%, 1-year 13.63%, 3-year 11.02%, 5-year 4.64%, 10-year 7.84%.

JLEAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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