JHLMX Mutual Fund

JHLMX Mutual Fund

NAV$13.20
See how much of JHLMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.62%
6 Months
+1.90%
YTD
+5.50%
1 Year
+6.73%
3 Years (annualized)
+11.96%
5 Years (annualized)
+4.17%
10 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHLMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+3.07%
vs Peers
+2.43%

JHLMX Mutual Fund Performance

JHLMX performance across multiple time periods: YTD 5.50%, 1-year 6.73%, 3-year 11.96%, 5-year 4.17%, 10-year 6.20%.

JHLMX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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