JLDIX Mutual Fund

JLDIX Mutual Fund

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Returns Overview

1 Month
+0.56%
3 Months
-0.33%
6 Months
+0.78%
YTD
+4.76%
1 Year
+6.17%
3 Years (annualized)
+12.17%
5 Years (annualized)
+4.02%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLDIX 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)
+4.76%
Peer Avg (YTD)
+14.77%
vs Peers
-10.01%

JLDIX Mutual Fund Performance

JLDIX performance across multiple time periods: 1-month 0.56%, YTD 4.76%, 1-year 6.17%, 3-year 12.17%, 5-year 4.02%, 10-year 6.97%.

JLDIX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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