JRLUX Mutual Fund

JRLUX Mutual Fund

NAV$18.61
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.05%
3 Months
+12.54%
6 Months
+11.44%
YTD
+10.69%
1 Year
+22.31%
3 Years (annualized)
+17.13%
5 Years (annualized)
+8.91%
10 Years (annualized)
+11.14%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2045 Lifetime Index
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+7.64%
vs Peers
+3.05%

JRLUX Mutual Fund Performance

JRLUX performance across multiple time periods: 1-month 0.05%, YTD 10.69%, 1-year 22.31%, 3-year 17.13%, 5-year 8.91%, 10-year 11.14%.

JRLUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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