JLKWX Mutual Fund

JLKWX Mutual Fund

NAV$19.26
See how much of JLKWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.69%
3 Months
+3.71%
6 Months
+8.01%
YTD
+10.49%
1 Year
+21.50%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.19%
10 Years (annualized)
+11.38%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2055 Lifetime Index
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+6.99%
vs Peers
+3.50%

JLKWX Mutual Fund Performance

JLKWX performance across multiple time periods: 1-month -0.69%, YTD 10.49%, 1-year 21.50%, 3-year 16.43%, 5-year 9.19%, 10-year 11.38%.

JLKWX returns outperform the peer average of 6.99% 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.