JLKOX Mutual Fund

JLKOX Mutual Fund

NAV$15.59
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Returns Overview

1 Month
-1.62%
3 Months
+3.40%
6 Months
+7.65%
YTD
+10.38%
1 Year
+20.70%
3 Years (annualized)
+16.16%
5 Years (annualized)
+8.23%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKOX 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)
+10.38%
Peer Avg (YTD)
+6.99%
vs Peers
+3.39%

JLKOX Mutual Fund Performance

JLKOX performance across multiple time periods: 1-month -1.62%, YTD 10.38%, 1-year 20.70%, 3-year 16.16%, 5-year 8.23%, 10-year 11.48%.

JLKOX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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