JLIOX Mutual Fund

JLIOX Mutual Fund

NAV$12.26
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Returns Overview

1 Month
-0.81%
3 Months
-0.97%
6 Months
+1.57%
YTD
+7.81%
1 Year
+9.68%
3 Years (annualized)
+18.27%
5 Years (annualized)
+6.03%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLIOX 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)
+7.81%
Peer Avg (YTD)
+6.71%
vs Peers
+1.10%

JLIOX Mutual Fund Performance

JLIOX performance across multiple time periods: 1-month -0.81%, YTD 7.81%, 1-year 9.68%, 3-year 18.27%, 5-year 6.03%, 10-year 10.81%.

JLIOX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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