JLKAX Mutual Fund

NAV$15.53

Returns Overview

1 Month
+0.39%
3 Months
+15.01%
6 Months
+12.90%
YTD
+12.00%
1 Year
+23.18%
3 Years (annualized)
+17.20%
5 Years (annualized)
+8.05%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLKAX 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 2050 Lifetime Index
This Mutual Fund (YTD)
+12.00%
Peer Avg (YTD)
+7.64%
vs Peers
+4.36%

JLKAX Mutual Fund Performance

JLKAX performance across multiple time periods: 1-month 0.39%, YTD 12.00%, 1-year 23.18%, 3-year 17.20%, 5-year 8.05%, 10-year 11.21%.

JLKAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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