JLIEX Mutual Fund

NAV$12.60

Returns Overview

1 Month
+0.24%
3 Months
+12.21%
6 Months
+10.91%
YTD
+10.13%
1 Year
+20.26%
3 Years (annualized)
+15.37%
5 Years (annualized)
+6.89%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIEX 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 2040 Lifetime Index
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+7.64%
vs Peers
+2.49%

JLIEX Mutual Fund Performance

JLIEX performance across multiple time periods: 1-month 0.24%, YTD 10.13%, 1-year 20.26%, 3-year 15.37%, 5-year 6.89%, 10-year 10.44%.

JLIEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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