JLDHX Mutual Fund

NAV$9.19

Returns Overview

3 Months
+6.03%
6 Months
+6.15%
YTD
+5.78%
1 Year
+12.60%
3 Years (annualized)
+10.42%
5 Years (annualized)
+4.65%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDHX 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 2020 Lifetime Index
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+7.64%
vs Peers
-1.86%

JLDHX Mutual Fund Performance

JLDHX performance across multiple time periods: YTD 5.78%, 1-year 12.60%, 3-year 10.42%, 5-year 4.65%, 10-year 7.33%.

JLDHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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