JLFOX Mutual Fund

JLFOX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-1.17%
3 Months
+1.75%
6 Months
+4.65%
YTD
+6.78%
1 Year
+14.75%
3 Years (annualized)
+11.86%
5 Years (annualized)
+5.55%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFOX 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)
+6.78%
Peer Avg (YTD)
+6.99%
vs Peers
-0.21%

JLFOX Mutual Fund Performance

JLFOX performance across multiple time periods: 1-month -1.17%, YTD 6.78%, 1-year 14.75%, 3-year 11.86%, 5-year 5.55%, 10-year 8.52%.

JLFOX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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