JRLUX Mutual Fund

JRLUX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
-2.00%
3 Months
-0.38%
6 Months
+12.11%
YTD
+10.27%
1 Year
+17.71%
3 Years (annualized)
+20.38%
5 Years (annualized)
+12.88%
10 Years (annualized)
+16.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLUX 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 2045 Lifetime Index
This Mutual Fund (YTD)
+10.27%
Peer Avg (YTD)
+7.09%
vs Peers
+3.18%

JRLUX Mutual Fund Performance

JRLUX performance across multiple time periods: 1-month -2.00%, YTD 10.27%, 1-year 17.71%, 3-year 20.38%, 5-year 12.88%, 10-year 16.57%.

JRLUX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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