JLFEX Mutual Fund

NAV$11.09

Returns Overview

1 Month
+0.18%
3 Months
+8.85%
6 Months
+8.42%
YTD
+7.89%
1 Year
+16.16%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.37%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFEX 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 2030 Lifetime Index
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+7.64%
vs Peers
+0.25%

JLFEX Mutual Fund Performance

JLFEX performance across multiple time periods: 1-month 0.18%, YTD 7.89%, 1-year 16.16%, 3-year 12.64%, 5-year 5.37%, 10-year 8.79%.

JLFEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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