JLDGX Mutual Fund

JLDGX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+0.45%
3 Months
-0.44%
6 Months
+0.56%
YTD
+4.41%
1 Year
+5.81%
3 Years (annualized)
+11.90%
5 Years (annualized)
+3.74%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDGX 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 2020 Lifetime Index
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+14.77%
vs Peers
-10.36%

JLDGX Mutual Fund Performance

JLDGX performance across multiple time periods: 1-month 0.45%, YTD 4.41%, 1-year 5.81%, 3-year 11.90%, 5-year 3.74%, 10-year 6.70%.

JLDGX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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