JLIHX Mutual Fund

JLIHX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
-0.81%
3 Months
-0.96%
6 Months
+1.65%
YTD
+7.79%
1 Year
+9.66%
3 Years (annualized)
+18.26%
5 Years (annualized)
+6.43%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIHX 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 2040 Lifetime Index
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+14.77%
vs Peers
-6.98%

JLIHX Mutual Fund Performance

JLIHX performance across multiple time periods: 1-month -0.81%, YTD 7.79%, 1-year 9.66%, 3-year 18.26%, 5-year 6.43%, 10-year 10.39%.

JLIHX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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