JLIGX Mutual Fund

JLIGX Mutual Fund

NAV$12.37
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Returns Overview

1 Month
-1.44%
3 Months
+2.50%
6 Months
+6.13%
YTD
+8.76%
1 Year
+18.13%
3 Years (annualized)
+14.30%
5 Years (annualized)
+7.00%
10 Years (annualized)
+10.20%

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
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)
+8.76%
Peer Avg (YTD)
+6.99%
vs Peers
+1.77%

JLIGX Mutual Fund Performance

JLIGX performance across multiple time periods: 1-month -1.44%, YTD 8.76%, 1-year 18.13%, 3-year 14.30%, 5-year 7.00%, 10-year 10.20%.

JLIGX returns outperform the peer average of 6.99% 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.