JLKZX Mutual Fund

JLKZX Mutual Fund

NAV$19.03
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Returns Overview

1 Month
-0.63%
3 Months
+3.75%
6 Months
+8.11%
YTD
+10.59%
1 Year
+21.75%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.43%
10 Years (annualized)
+11.30%

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)
+10.59%
Peer Avg (YTD)
+6.99%
vs Peers
+3.60%

JLKZX Mutual Fund Performance

JLKZX performance across multiple time periods: 1-month -0.63%, YTD 10.59%, 1-year 21.75%, 3-year 16.66%, 5-year 9.43%, 10-year 11.30%.

JLKZX returns outperform the peer average of 6.99% 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.