JLKWX Mutual Fund

JLKWX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+2.40%
3 Months
+1.80%
6 Months
+8.54%
YTD
+13.14%
1 Year
+21.00%
3 Years (annualized)
+18.60%
5 Years (annualized)
+9.22%
10 Years (annualized)
+11.64%

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
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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 2055 Lifetime Index
This Mutual Fund (YTD)
+13.14%
Peer Avg (YTD)
+8.76%
vs Peers
+4.38%

JLKWX Mutual Fund Performance

JLKWX performance across multiple time periods: 1-month 2.40%, YTD 13.14%, 1-year 21.00%, 3-year 18.60%, 5-year 9.22%, 10-year 11.64%.

JLKWX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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