JRLWX Mutual Fund

NAV$19.64

Returns Overview

1 Month
+0.10%
3 Months
+13.75%
6 Months
+12.16%
YTD
+11.38%
1 Year
+22.14%
3 Years (annualized)
+17.69%
5 Years (annualized)
+9.39%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2050 Lifetime Index
This Mutual Fund (YTD)
+11.38%
Peer Avg (YTD)
+7.64%
vs Peers
+3.74%

JRLWX Mutual Fund Performance

JRLWX performance across multiple time periods: 1-month 0.10%, YTD 11.38%, 1-year 22.14%, 3-year 17.69%, 5-year 9.39%, 10-year 11.38%.

JRLWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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