JLKRX Mutual Fund

JLKRX Mutual Fund

NAV$15.58
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Returns Overview

1 Month
+2.23%
3 Months
+1.04%
6 Months
+8.12%
YTD
+12.90%
1 Year
+20.46%
3 Years (annualized)
+17.85%
5 Years (annualized)
+8.19%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKRX 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)
+12.90%
Peer Avg (YTD)
+8.76%
vs Peers
+4.14%

JLKRX Mutual Fund Performance

JLKRX performance across multiple time periods: 1-month 2.23%, YTD 12.90%, 1-year 20.46%, 3-year 17.85%, 5-year 8.19%, 10-year 11.25%.

JLKRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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