JLIAX Mutual Fund

JLIAX Mutual Fund

NAV$12.58
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Returns Overview

1 Month
+0.32%
3 Months
+12.26%
6 Months
+10.96%
YTD
+10.27%
1 Year
+20.45%
3 Years (annualized)
+15.50%
5 Years (annualized)
+7.00%
10 Years (annualized)
+10.54%

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)
+10.27%
Peer Avg (YTD)
+7.64%
vs Peers
+2.63%

JLIAX Mutual Fund Performance

JLIAX performance across multiple time periods: 1-month 0.32%, YTD 10.27%, 1-year 20.45%, 3-year 15.50%, 5-year 7.00%, 10-year 10.54%.

JLIAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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