JLIAX Mutual Fund

JLIAX Mutual Fund

NAV$12.35
See how much of JLIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.16%
3 Months
-1.69%
6 Months
+10.37%
YTD
+8.41%
1 Year
+11.69%
3 Years (annualized)
+15.70%
5 Years (annualized)
+6.67%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2040 Lifetime Index
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+7.09%
vs Peers
+1.33%

JLIAX Mutual Fund Performance

JLIAX performance across multiple time periods: 1-month -2.16%, YTD 8.41%, 1-year 11.69%, 3-year 15.70%, 5-year 6.67%, 10-year 10.12%.

JLIAX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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