JLFIX Mutual Fund

NAV$11.20

Returns Overview

1 Month
+0.18%
3 Months
+9.00%
6 Months
+8.68%
YTD
+8.05%
1 Year
+16.61%
3 Years (annualized)
+13.22%
5 Years (annualized)
+5.89%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLFIX 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 2030 Lifetime Index
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+7.64%
vs Peers
+0.41%

JLFIX Mutual Fund Performance

JLFIX performance across multiple time periods: 1-month 0.18%, YTD 8.05%, 1-year 16.61%, 3-year 13.22%, 5-year 5.89%, 10-year 9.32%.

JLFIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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