JRETX Mutual Fund

NAV$17.15

Returns Overview

1 Month
+0.47%
3 Months
+15.10%
6 Months
+13.06%
YTD
+12.17%
1 Year
+18.67%
3 Years (annualized)
+15.93%
5 Years (annualized)
+4.97%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRETX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2060 Lifetime Index
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+7.64%
vs Peers
+4.53%

JRETX Mutual Fund Performance

JRETX performance across multiple time periods: 1-month 0.47%, YTD 12.17%, 1-year 18.67%, 3-year 15.93%, 5-year 4.97%, 10-year 9.30%.

JRETX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

JRETX performance comparison shows side-by-side returns with another fund. JRETX alternatives are available in the Mutual Fund Screener.