JJERX Mutual Fund

JJERX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
-1.54%
3 Months
-1.36%
6 Months
+1.90%
YTD
+8.62%
1 Year
+10.56%
3 Years (annualized)
+18.95%
5 Years (annualized)
+6.78%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JJERX 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 2060 Lifetime Index
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+14.77%
vs Peers
-6.15%

JJERX Mutual Fund Performance

JJERX performance across multiple time periods: 1-month -1.54%, YTD 8.62%, 1-year 10.56%, 3-year 18.95%, 5-year 6.78%, 10-year 9.98%.

JJERX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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