JLDEX Mutual Fund

JLDEX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
-2.30%
3 Months
-1.76%
6 Months
+4.07%
YTD
+3.71%
1 Year
+5.91%
3 Years (annualized)
+10.22%
5 Years (annualized)
+3.99%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDEX 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 2020 Lifetime Index
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+7.09%
vs Peers
-3.37%

JLDEX Mutual Fund Performance

JLDEX performance across multiple time periods: 1-month -2.30%, YTD 3.71%, 1-year 5.91%, 3-year 10.22%, 5-year 3.99%, 10-year 6.55%.

JLDEX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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