JJERX Mutual Fund

JJERX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-1.97%
3 Months
-1.52%
6 Months
+13.35%
YTD
+10.31%
1 Year
+14.01%
3 Years (annualized)
+17.23%
5 Years (annualized)
+7.68%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JJERX 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
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📉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 2060 Lifetime Index
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+7.09%
vs Peers
+3.23%

JJERX Mutual Fund Performance

JJERX performance across multiple time periods: 1-month -1.97%, YTD 10.31%, 1-year 14.01%, 3-year 17.23%, 5-year 7.68%, 10-year 10.22%.

JJERX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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