JRTBX Mutual Fund

NAV$13.41

Returns Overview

1 Month
+0.08%
3 Months
+6.58%
6 Months
+6.83%
YTD
+6.49%
1 Year
+13.74%
3 Years (annualized)
+11.16%
5 Years (annualized)
+4.71%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTBX 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 2025 Lifetime Index
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+7.64%
vs Peers
-1.15%

JRTBX Mutual Fund Performance

JRTBX performance across multiple time periods: 1-month 0.08%, YTD 6.49%, 1-year 13.74%, 3-year 11.16%, 5-year 4.71%, 10-year 7.39%.

JRTBX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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