JRTGX Mutual Fund

JRTGX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
-2.29%
3 Months
-1.16%
6 Months
+6.92%
YTD
+6.37%
1 Year
+9.24%
3 Years (annualized)
+13.38%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTGX 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
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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 2030 Lifetime Index
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+7.09%
vs Peers
-0.71%

JRTGX Mutual Fund Performance

JRTGX performance across multiple time periods: 1-month -2.29%, YTD 6.37%, 1-year 9.24%, 3-year 13.38%, 5-year 6.65%, 10-year 9.38%.

JRTGX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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