JLIHX Mutual Fund

JLIHX Mutual Fund

NAV$12.62
See how much of JLIHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.01%
3 Months
+0.87%
6 Months
+6.28%
YTD
+11.02%
1 Year
+17.94%
3 Years (annualized)
+16.38%
5 Years (annualized)
+7.20%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIHX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2040 Lifetime Index
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+8.76%
vs Peers
+2.27%

JLIHX Mutual Fund Performance

JLIHX performance across multiple time periods: 1-month 2.01%, YTD 11.02%, 1-year 17.94%, 3-year 16.38%, 5-year 7.20%, 10-year 10.58%.

JLIHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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