JLIEX Mutual Fund

JLIEX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-0.81%
3 Months
-1.06%
6 Months
+1.41%
YTD
+7.40%
1 Year
+9.19%
3 Years (annualized)
+17.75%
5 Years (annualized)
+5.96%
10 Years (annualized)
+6.93%

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)
+7.40%
Peer Avg (YTD)
+6.70%
vs Peers
+0.70%

JLIEX Mutual Fund Performance

JLIEX performance across multiple time periods: 1-month -0.81%, YTD 7.40%, 1-year 9.19%, 3-year 17.75%, 5-year 5.96%, 10-year 6.93%.

JLIEX returns outperform the peer average of 6.70% 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.