JRTJX Mutual Fund

JRTJX Mutual Fund

NAV$14.66
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Returns Overview

1 Month
-2.35%
3 Months
-1.16%
6 Months
+6.92%
YTD
+6.45%
1 Year
+9.20%
3 Years (annualized)
+13.44%
5 Years (annualized)
+5.98%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTJX 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)
+6.45%
Peer Avg (YTD)
+7.09%
vs Peers
-0.64%

JRTJX Mutual Fund Performance

JRTJX performance across multiple time periods: 1-month -2.35%, YTD 6.45%, 1-year 9.20%, 3-year 13.44%, 5-year 5.98%, 10-year 8.85%.

JRTJX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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