JRTBX Mutual Fund

JRTBX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
-2.38%
3 Months
-1.43%
6 Months
+5.05%
YTD
+4.97%
1 Year
+7.40%
3 Years (annualized)
+11.60%
5 Years (annualized)
+4.46%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTBX 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 2025 Lifetime Index
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+7.09%
vs Peers
-2.12%

JRTBX Mutual Fund Performance

JRTBX performance across multiple time periods: 1-month -2.38%, YTD 4.97%, 1-year 7.40%, 3-year 11.60%, 5-year 4.46%, 10-year 7.17%.

JRTBX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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