JRLUX Mutual Fund

JRLUX Mutual Fund

NAV$18.57
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Returns Overview

1 Month
-0.60%
3 Months
+3.37%
6 Months
+7.54%
YTD
+10.02%
1 Year
+20.47%
3 Years (annualized)
+15.64%
5 Years (annualized)
+8.67%
10 Years (annualized)
+11.07%

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
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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 2045 Lifetime Index
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+6.99%
vs Peers
+3.03%

JRLUX Mutual Fund Performance

JRLUX performance across multiple time periods: 1-month -0.60%, YTD 10.02%, 1-year 20.47%, 3-year 15.64%, 5-year 8.67%, 10-year 11.07%.

JRLUX returns outperform the peer average of 6.99% 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.