JLHEX Mutual Fund

JLHEX Mutual Fund

NAV$11.63
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Returns Overview

1 Month
-0.43%
3 Months
-0.93%
6 Months
+1.04%
YTD
+6.58%
1 Year
+8.24%
3 Years (annualized)
+16.36%
5 Years (annualized)
+5.16%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLHEX 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 2035 Lifetime Index
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+6.71%
vs Peers
-0.13%

JLHEX Mutual Fund Performance

JLHEX performance across multiple time periods: 1-month -0.43%, YTD 6.58%, 1-year 8.24%, 3-year 16.36%, 5-year 5.16%, 10-year 9.11%.

JLHEX returns trail the peer average of 6.71% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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