JRTIX Mutual Fund

NAV$14.84

Returns Overview

3 Months
+8.18%
6 Months
+8.02%
YTD
+7.55%
1 Year
+15.93%
3 Years (annualized)
+12.62%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTIX 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)
+7.55%
Peer Avg (YTD)
+7.64%
vs Peers
-0.09%

JRTIX Mutual Fund Performance

JRTIX performance across multiple time periods: YTD 7.55%, 1-year 15.93%, 3-year 12.62%, 5-year 5.97%, 10-year 8.69%.

JRTIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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