JLKZX Mutual Fund

JLKZX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
-1.87%
3 Months
-0.11%
6 Months
+13.59%
YTD
+11.18%
1 Year
+15.33%
3 Years (annualized)
+20.40%
5 Years (annualized)
+13.07%
10 Years (annualized)
+16.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKZX 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 2055 Lifetime Index
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+7.09%
vs Peers
+4.10%

JLKZX Mutual Fund Performance

JLKZX performance across multiple time periods: 1-month -1.87%, YTD 11.18%, 1-year 15.33%, 3-year 20.40%, 5-year 13.07%, 10-year 16.79%.

JLKZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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