JLIOX Mutual Fund

JLIOX Mutual Fund

NAV$12.50
See how much of JLIOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.13%
3 Months
-1.59%
6 Months
+10.53%
YTD
+8.68%
1 Year
+12.13%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.80%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIOX 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)
+8.68%
Peer Avg (YTD)
+7.10%
vs Peers
+1.58%

JLIOX Mutual Fund Performance

JLIOX performance across multiple time periods: 1-month -2.13%, YTD 8.68%, 1-year 12.13%, 3-year 13.82%, 5-year 5.80%, 10-year 9.85%.

JLIOX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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