JLKGX Mutual Fund

JLKGX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-1.94%
3 Months
-1.43%
6 Months
+13.44%
YTD
+10.47%
1 Year
+14.17%
3 Years (annualized)
+17.51%
5 Years (annualized)
+7.90%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKGX 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 2050 Lifetime Index
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+7.09%
vs Peers
+3.39%

JLKGX Mutual Fund Performance

JLKGX performance across multiple time periods: 1-month -1.94%, YTD 10.47%, 1-year 14.17%, 3-year 17.51%, 5-year 7.90%, 10-year 10.96%.

JLKGX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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