JRLVX Mutual Fund

JRLVX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
+0.05%
3 Months
+12.62%
6 Months
+11.59%
YTD
+10.85%
1 Year
+22.57%
3 Years (annualized)
+17.41%
5 Years (annualized)
+9.19%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLVX 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)
+10.85%
Peer Avg (YTD)
+7.64%
vs Peers
+3.21%

JRLVX Mutual Fund Performance

JRLVX performance across multiple time periods: 1-month 0.05%, YTD 10.85%, 1-year 22.57%, 3-year 17.41%, 5-year 9.19%, 10-year 11.57%.

JRLVX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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