JLFEX Mutual Fund

JLFEX Mutual Fund

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Returns Overview

1 Month
+1.55%
3 Months
+0.54%
6 Months
+4.12%
YTD
+8.28%
1 Year
+13.61%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.05%
10 Years (annualized)
+5.51%

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)
+8.28%
Peer Avg (YTD)
+8.76%
vs Peers
-0.47%

JLFEX Mutual Fund Performance

JLFEX performance across multiple time periods: 1-month 1.55%, YTD 8.28%, 1-year 13.61%, 3-year 12.88%, 5-year 5.05%, 10-year 5.51%.

JLFEX returns trail the peer average of 8.76% 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.