JROUX Mutual Fund

NAV$17.29

Returns Overview

1 Month
+0.41%
3 Months
+15.05%
6 Months
+12.94%
YTD
+12.05%
1 Year
+23.43%
3 Years (annualized)
+17.31%
5 Years (annualized)
+8.22%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JROUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
John Hancock 2060 Lifetime Index
This Mutual Fund (YTD)
+12.05%
Peer Avg (YTD)
+7.64%
vs Peers
+4.41%

JROUX Mutual Fund Performance

JROUX performance across multiple time periods: 1-month 0.41%, YTD 12.05%, 1-year 23.43%, 3-year 17.31%, 5-year 8.22%, 10-year 11.43%.

JROUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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