JLIGX Mutual Fund

JLIGX Mutual Fund

NAV$12.43
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Returns Overview

1 Month
+2.03%
3 Months
+0.89%
6 Months
+6.27%
YTD
+10.97%
1 Year
+17.74%
3 Years (annualized)
+16.18%
5 Years (annualized)
+7.01%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIGX 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
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📉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)
+10.97%
Peer Avg (YTD)
+8.76%
vs Peers
+2.22%

JLIGX Mutual Fund Performance

JLIGX performance across multiple time periods: 1-month 2.03%, YTD 10.97%, 1-year 17.74%, 3-year 16.18%, 5-year 7.01%, 10-year 10.37%.

JLIGX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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