JLIIX Mutual Fund

JLIIX Mutual Fund

NAV$12.24
See how much of JLIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.81%
3 Months
-0.97%
6 Months
+1.66%
YTD
+7.82%
1 Year
+9.75%
3 Years (annualized)
+18.31%
5 Years (annualized)
+6.47%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2040 Lifetime Index
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+14.77%
vs Peers
-6.95%

JLIIX Mutual Fund Performance

JLIIX performance across multiple time periods: 1-month -0.81%, YTD 7.82%, 1-year 9.75%, 3-year 18.31%, 5-year 6.47%, 10-year 10.45%.

JLIIX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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