JHLAX Mutual Fund

JHLAX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
-0.61%
3 Months
-0.34%
6 Months
+9.62%
YTD
+8.12%
1 Year
+10.84%
3 Years (annualized)
+11.93%
5 Years (annualized)
+6.43%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHLAX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+4.96%
vs Peers
+3.15%

JHLAX Mutual Fund Performance

JHLAX performance across multiple time periods: 1-month -0.61%, YTD 8.12%, 1-year 10.84%, 3-year 11.93%, 5-year 6.43%, 10-year 9.03%.

JHLAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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