JLKWX Mutual Fund

NAV$19.16

Returns Overview

1 Month
+0.11%
3 Months
+13.67%
6 Months
+12.05%
YTD
+11.26%
1 Year
+23.50%
3 Years (annualized)
+18.01%
5 Years (annualized)
+9.45%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2055 Lifetime Index
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+7.64%
vs Peers
+3.62%

JLKWX Mutual Fund Performance

JLKWX performance across multiple time periods: 1-month 0.11%, YTD 11.26%, 1-year 23.50%, 3-year 18.01%, 5-year 9.45%, 10-year 11.46%.

JLKWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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