JLFIX Mutual Fund

JLFIX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
+1.73%
3 Months
+0.72%
6 Months
+4.38%
YTD
+8.63%
1 Year
+14.27%
3 Years (annualized)
+13.44%
5 Years (annualized)
+5.57%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFIX 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
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📉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)
+8.63%
Peer Avg (YTD)
+8.76%
vs Peers
-0.13%

JLFIX Mutual Fund Performance

JLFIX performance across multiple time periods: 1-month 1.73%, YTD 8.63%, 1-year 14.27%, 3-year 13.44%, 5-year 5.57%, 10-year 8.92%.

JLFIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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