JRTGX Mutual Fund

NAV$14.86

Returns Overview

3 Months
+8.17%
6 Months
+8.09%
YTD
+7.62%
1 Year
+16.13%
3 Years (annualized)
+12.87%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTGX 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 2030 Lifetime Index
This Mutual Fund (YTD)
+7.62%
Peer Avg (YTD)
+7.64%
vs Peers
-0.02%

JRTGX Mutual Fund Performance

JRTGX performance across multiple time periods: YTD 7.62%, 1-year 16.13%, 3-year 12.87%, 5-year 6.93%, 10-year 9.64%.

JRTGX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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