JRTIX Mutual Fund

JRTIX Mutual Fund

NAV$14.63
See how much of JRTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.36%
3 Months
-1.23%
6 Months
+6.85%
YTD
+6.23%
1 Year
+8.97%
3 Years (annualized)
+13.17%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTIX 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 2030 Lifetime Index
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+7.09%
vs Peers
-0.86%

JRTIX Mutual Fund Performance

JRTIX performance across multiple time periods: 1-month -2.36%, YTD 6.23%, 1-year 8.97%, 3-year 13.17%, 5-year 5.70%, 10-year 8.82%.

JRTIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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