JLKEX Mutual Fund

JLKEX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
-1.69%
3 Months
+3.28%
6 Months
+7.38%
YTD
+10.12%
1 Year
+20.21%
3 Years (annualized)
+15.14%
5 Years (annualized)
+7.62%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKEX 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 2050 Lifetime Index
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+6.99%
vs Peers
+3.12%

JLKEX Mutual Fund Performance

JLKEX performance across multiple time periods: 1-month -1.69%, YTD 10.12%, 1-year 20.21%, 3-year 15.14%, 5-year 7.62%, 10-year 10.49%.

JLKEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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