JLEOX Mutual Fund

JLEOX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
-2.27%
3 Months
-1.79%
6 Months
+5.21%
YTD
+4.87%
1 Year
+7.29%
3 Years (annualized)
+9.96%
5 Years (annualized)
+3.81%
10 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLEOX 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 2025 Lifetime Index
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+7.10%
vs Peers
-2.23%

JLEOX Mutual Fund Performance

JLEOX performance across multiple time periods: 1-month -2.27%, YTD 4.87%, 1-year 7.29%, 3-year 9.96%, 5-year 3.81%, 10-year 7.38%.

JLEOX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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