JLJOX Mutual Fund

JLJOX Mutual Fund

NAV$12.87

Returns Overview

1 Month
+0.32%
3 Months
+13.77%
6 Months
+12.17%
YTD
+11.38%
1 Year
+14.08%
3 Years (annualized)
+14.18%
5 Years (annualized)
+6.49%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLJOX 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 2045 Lifetime Index
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+7.64%
vs Peers
+3.74%

JLJOX Mutual Fund Performance

JLJOX performance across multiple time periods: 1-month 0.32%, YTD 11.38%, 1-year 14.08%, 3-year 14.18%, 5-year 6.49%, 10-year 11.26%.

JLJOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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