JHTRX Mutual Fund

JHTRX Mutual Fund

NAV$21.65
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Returns Overview

1 Month
-0.50%
3 Months
+0.94%
6 Months
+1.20%
YTD
+3.97%
1 Year
+6.17%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHTRX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+8.19%
vs Peers
-4.22%

JHTRX Mutual Fund Performance

JHTRX performance across multiple time periods: 1-month -0.50%, YTD 3.97%, 1-year 6.17%, 3-year 13.46%, 5-year 6.89%.

JHTRX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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