JRLZX Mutual Fund

JRLZX Mutual Fund

NAV$19.34
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Returns Overview

1 Month
-1.90%
3 Months
-0.16%
6 Months
+13.52%
YTD
+11.15%
1 Year
+15.22%
3 Years (annualized)
+18.90%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRLZX 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)
+11.15%
Peer Avg (YTD)
+7.09%
vs Peers
+4.06%

JRLZX Mutual Fund Performance

JRLZX performance across multiple time periods: 1-month -1.90%, YTD 11.15%, 1-year 15.22%, 3-year 18.90%, 5-year 9.49%, 10-year 11.61%.

JRLZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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