JLHEX Mutual Fund

NAV$11.98

Returns Overview

1 Month
+0.17%
3 Months
+10.56%
6 Months
+9.74%
YTD
+9.04%
1 Year
+18.32%
3 Years (annualized)
+14.19%
5 Years (annualized)
+6.16%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLHEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2035 Lifetime Index
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+7.64%
vs Peers
+1.40%

JLHEX Mutual Fund Performance

JLHEX performance across multiple time periods: 1-month 0.17%, YTD 9.04%, 1-year 18.32%, 3-year 14.19%, 5-year 6.16%, 10-year 9.68%.

JLHEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

JLHEX performance comparison shows side-by-side returns with another fund. JLHEX alternatives are available in the Mutual Fund Screener.