JLHIX Mutual Fund

JLHIX Mutual Fund

NAV$12.10

Returns Overview

1 Month
+0.25%
3 Months
+10.71%
6 Months
+10.00%
YTD
+9.40%
1 Year
+18.92%
3 Years (annualized)
+14.75%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLHIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2035 Lifetime Index
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+7.64%
vs Peers
+1.76%

JLHIX Mutual Fund Performance

JLHIX performance across multiple time periods: 1-month 0.25%, YTD 9.40%, 1-year 18.92%, 3-year 14.75%, 5-year 6.69%, 10-year 10.22%.

JLHIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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