JLKZX Mutual Fund

JLKZX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
-1.01%
3 Months
-0.48%
6 Months
+3.26%
YTD
+10.06%
1 Year
+12.26%
3 Years (annualized)
+22.44%
5 Years (annualized)
+12.23%
10 Years (annualized)
+16.61%

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
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)
+10.06%
Peer Avg (YTD)
+6.70%
vs Peers
+3.37%

JLKZX Mutual Fund Performance

JLKZX performance across multiple time periods: 1-month -1.01%, YTD 10.06%, 1-year 12.26%, 3-year 22.44%, 5-year 12.23%, 10-year 16.61%.

JLKZX returns outperform the peer average of 6.70% 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.