JLKZX Mutual Fund

JLKZX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
+2.45%
3 Months
+1.91%
6 Months
+8.70%
YTD
+13.30%
1 Year
+21.39%
3 Years (annualized)
+20.40%
5 Years (annualized)
+13.07%
10 Years (annualized)
+16.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKZX 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
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📉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)
+13.30%
Peer Avg (YTD)
+8.76%
vs Peers
+4.54%

JLKZX Mutual Fund Performance

JLKZX performance across multiple time periods: 1-month 2.45%, YTD 13.30%, 1-year 21.39%, 3-year 20.40%, 5-year 13.07%, 10-year 16.79%.

JLKZX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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