JRLZX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
+0.10%
3 Months
+13.70%
6 Months
+12.17%
YTD
+11.32%
1 Year
+23.77%
3 Years (annualized)
+18.28%
5 Years (annualized)
+9.70%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLZX 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
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📉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

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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)
+11.32%
Peer Avg (YTD)
+7.64%
vs Peers
+3.68%

JRLZX Mutual Fund Performance

JRLZX performance across multiple time periods: 1-month 0.10%, YTD 11.32%, 1-year 23.77%, 3-year 18.28%, 5-year 9.70%, 10-year 11.84%.

JRLZX 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.

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