JRLUX Mutual Fund

JRLUX Mutual Fund

NAV$17.99
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Returns Overview

1 Month
-0.66%
3 Months
-0.44%
6 Months
+2.91%
YTD
+9.54%
1 Year
+11.54%
3 Years (annualized)
+19.84%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2045 Lifetime Index
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+6.71%
vs Peers
+2.83%

JRLUX Mutual Fund Performance

JRLUX performance across multiple time periods: 1-month -0.66%, YTD 9.54%, 1-year 11.54%, 3-year 19.84%, 5-year 7.93%, 10-year 10.93%.

JRLUX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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