JLBAX Mutual Fund

JLBAX Mutual Fund

NAV$8.19
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Returns Overview

1 Month
-2.28%
3 Months
-1.69%
6 Months
+3.17%
YTD
+3.04%
1 Year
+5.08%
3 Years (annualized)
+9.50%
5 Years (annualized)
+3.88%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBAX 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 2015 Lifetime Index
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+7.09%
vs Peers
-4.04%

JLBAX Mutual Fund Performance

JLBAX performance across multiple time periods: 1-month -2.28%, YTD 3.04%, 1-year 5.08%, 3-year 9.50%, 5-year 3.88%, 10-year 6.02%.

JLBAX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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