JLFEX Mutual Fund

JLFEX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
-1.17%
3 Months
+1.67%
6 Months
+4.49%
YTD
+6.63%
1 Year
+14.24%
3 Years (annualized)
+11.37%
5 Years (annualized)
+5.01%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFEX 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)
+6.63%
Peer Avg (YTD)
+6.99%
vs Peers
-0.36%

JLFEX Mutual Fund Performance

JLFEX performance across multiple time periods: 1-month -1.17%, YTD 6.63%, 1-year 14.24%, 3-year 11.37%, 5-year 5.01%, 10-year 8.27%.

JLFEX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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