JRTMX Mutual Fund

JRTMX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-2.27%
3 Months
-1.00%
6 Months
+8.67%
YTD
+7.65%
1 Year
+10.79%
3 Years (annualized)
+14.89%
5 Years (annualized)
+6.73%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTMX 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 2035 Lifetime Index
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+7.09%
vs Peers
+0.56%

JRTMX Mutual Fund Performance

JRTMX performance across multiple time periods: 1-month -2.27%, YTD 7.65%, 1-year 10.79%, 3-year 14.89%, 5-year 6.73%, 10-year 9.86%.

JRTMX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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