JRETX Mutual Fund

JRETX Mutual Fund

NAV$17.15
See how much of JRETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.96%
3 Months
-1.39%
6 Months
+13.49%
YTD
+10.61%
1 Year
+9.81%
3 Years (annualized)
+16.70%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRETX 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 2060 Lifetime Index
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+7.09%
vs Peers
+3.53%

JRETX Mutual Fund Performance

JRETX performance across multiple time periods: 1-month -1.96%, YTD 10.61%, 1-year 9.81%, 3-year 16.70%, 5-year 7.55%, 10-year 10.89%.

JRETX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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