JLEEX Mutual Fund

NAV$10.06

Returns Overview

1 Month
+0.10%
3 Months
+7.04%
6 Months
+6.93%
YTD
+6.48%
1 Year
+13.70%
3 Years (annualized)
+10.92%
5 Years (annualized)
+4.55%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLEEX 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
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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 2025 Lifetime Index
This Mutual Fund (YTD)
+6.48%
Peer Avg (YTD)
+7.64%
vs Peers
-1.16%

JLEEX Mutual Fund Performance

JLEEX performance across multiple time periods: 1-month 0.10%, YTD 6.48%, 1-year 13.70%, 3-year 10.92%, 5-year 4.55%, 10-year 7.73%.

JLEEX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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