JLIEX Mutual Fund

JLIEX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-1.44%
3 Months
+2.50%
6 Months
+6.02%
YTD
+8.55%
1 Year
+17.80%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.73%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIEX 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)
+8.55%
Peer Avg (YTD)
+6.99%
vs Peers
+1.55%

JLIEX Mutual Fund Performance

JLIEX performance across multiple time periods: 1-month -1.44%, YTD 8.55%, 1-year 17.80%, 3-year 13.99%, 5-year 6.73%, 10-year 9.93%.

JLIEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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