JLFOX Mutual Fund

JLFOX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
-2.32%
3 Months
-1.79%
6 Months
+7.04%
YTD
+6.10%
1 Year
+8.91%
3 Years (annualized)
+11.42%
5 Years (annualized)
+4.43%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFOX 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
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📉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 2030 Lifetime Index
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+7.10%
vs Peers
-1.00%

JLFOX Mutual Fund Performance

JLFOX performance across multiple time periods: 1-month -2.32%, YTD 6.10%, 1-year 8.91%, 3-year 11.42%, 5-year 4.43%, 10-year 8.31%.

JLFOX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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