JRLWX Mutual Fund

JRLWX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
+2.41%
3 Months
+1.88%
6 Months
+8.68%
YTD
+13.35%
1 Year
+21.26%
3 Years (annualized)
+18.30%
5 Years (annualized)
+9.16%
10 Years (annualized)
+11.40%

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
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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 2050 Lifetime Index
This Mutual Fund (YTD)
+13.35%
Peer Avg (YTD)
+8.76%
vs Peers
+4.59%

JRLWX Mutual Fund Performance

JRLWX performance across multiple time periods: 1-month 2.41%, YTD 13.35%, 1-year 21.26%, 3-year 18.30%, 5-year 9.16%, 10-year 11.40%.

JRLWX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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