JLAEX Mutual Fund

NAV$8.26

Returns Overview

1 Month
-0.12%
3 Months
+4.05%
6 Months
+4.31%
YTD
+4.05%
1 Year
+9.43%
3 Years (annualized)
+8.50%
5 Years (annualized)
+3.73%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLAEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2010
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+7.64%
vs Peers
-3.59%

JLAEX Mutual Fund Performance

JLAEX performance across multiple time periods: 1-month -0.12%, YTD 4.05%, 1-year 9.43%, 3-year 8.50%, 5-year 3.73%, 10-year 5.64%.

JLAEX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

JLAEX performance comparison shows side-by-side returns with another fund. JLAEX alternatives are available in the Mutual Fund Screener.