JLBHX Mutual Fund

NAV$8.29

Returns Overview

3 Months
+5.10%
6 Months
+5.23%
YTD
+4.96%
1 Year
+11.34%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLBHX 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 2015 Lifetime Index
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+7.64%
vs Peers
-2.68%

JLBHX Mutual Fund Performance

JLBHX performance across multiple time periods: YTD 4.96%, 1-year 11.34%, 3-year 9.68%, 5-year 4.43%, 10-year 6.65%.

JLBHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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