JLJAX Mutual Fund

JLJAX Mutual Fund

NAV$12.69
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Returns Overview

1 Month
+0.40%
3 Months
+13.68%
6 Months
+12.05%
YTD
+11.26%
1 Year
+22.03%
3 Years (annualized)
+16.43%
5 Years (annualized)
+7.59%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLJAX 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 2045 Lifetime Index
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+7.64%
vs Peers
+3.62%

JLJAX Mutual Fund Performance

JLJAX performance across multiple time periods: 1-month 0.40%, YTD 11.26%, 1-year 22.03%, 3-year 16.43%, 5-year 7.59%, 10-year 11.01%.

JLJAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

JLJAX performance comparison shows side-by-side returns with another fund. JLJAX alternatives are available in the Mutual Fund Screener.