JROUX Mutual Fund

JROUX Mutual Fund

NAV$17.11
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Returns Overview

1 Month
-1.91%
3 Months
-1.40%
6 Months
+13.44%
YTD
+10.49%
1 Year
+14.20%
3 Years (annualized)
+17.44%
5 Years (annualized)
+7.90%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JROUX 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
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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)
+10.49%
Peer Avg (YTD)
+7.09%
vs Peers
+3.40%

JROUX Mutual Fund Performance

JROUX performance across multiple time periods: 1-month -1.91%, YTD 10.49%, 1-year 14.20%, 3-year 17.44%, 5-year 7.90%, 10-year 11.00%.

JROUX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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