JLDGX Mutual Fund

JLDGX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-2.19%
3 Months
-1.65%
6 Months
+4.31%
YTD
+3.95%
1 Year
+6.28%
3 Years (annualized)
+10.44%
5 Years (annualized)
+4.23%
10 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDGX 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)
+3.95%
Peer Avg (YTD)
+7.09%
vs Peers
-3.14%

JLDGX Mutual Fund Performance

JLDGX performance across multiple time periods: 1-month -2.19%, YTD 3.95%, 1-year 6.28%, 3-year 10.44%, 5-year 4.23%, 10-year 6.81%.

JLDGX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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