JLIAX Mutual Fund

JLIAX Mutual Fund

NAV$12.58
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Returns Overview

1 Month
-1.45%
3 Months
+2.51%
6 Months
+6.14%
YTD
+8.68%
1 Year
+17.98%
3 Years (annualized)
+14.11%
5 Years (annualized)
+6.82%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIAX 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 2040 Lifetime Index
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+6.99%
vs Peers
+1.69%

JLIAX Mutual Fund Performance

JLIAX performance across multiple time periods: 1-month -1.45%, YTD 8.68%, 1-year 17.98%, 3-year 14.11%, 5-year 6.82%, 10-year 10.03%.

JLIAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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