JLFAX Mutual Fund

JLFAX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
+1.63%
3 Months
+0.63%
6 Months
+4.17%
YTD
+8.38%
1 Year
+13.75%
3 Years (annualized)
+12.97%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFAX 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 2030 Lifetime Index
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+8.76%
vs Peers
-0.38%

JLFAX Mutual Fund Performance

JLFAX performance across multiple time periods: 1-month 1.63%, YTD 8.38%, 1-year 13.75%, 3-year 12.97%, 5-year 5.14%, 10-year 8.49%.

JLFAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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